Position in AOS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,277,007
-$487,769 QoQ
Shares Held
211,687
+1.4% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
of 610 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Derivatives in AOS
reported options exposure · as of Jun 30, 2020CallValue
$2,261,760
CallShares
48,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BARCLAYS PLC holds $2,861,189,018 across 64 Specialty Industrial Machinery names. AOS ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
654,488 | $768,931,770 | |
| 2 | PH |
Parker-Hannifin Corp
|
469,009 | $458,747,080 | |
| 3 | ROK |
Rockwell Automation, Inc
|
523,791 | $259,318,446 | |
| 4 | ETN |
Eaton Corp plc
|
468,781 | $199,756,958 | |
| 5 | CMI |
Cummins Inc
|
275,771 | $196,682,633 | |
| 6 | ITW |
Illinois Tool Works Inc
|
561,485 | $151,864,846 | |
| 7 | AME |
Ametek Inc/
|
577,247 | $139,659,136 | |
| 8 | EMR |
Emerson Electric Co
|
899,020 | $128,694,710 |
All Filings in AOS
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,277,007 | 211,687 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,764,776 | 208,747 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,607,841 | 248,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,448,382 | 237,684 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $27,894,854 | 425,421 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $20,410,815 | 312,283 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $17,249,557 | 252,889 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $21,678,583 | 241,329 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $20,176,269 | 246,714 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $34,391,374 | 384,433 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $26,410,230 | 320,357 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $15,772,467 | 238,507 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $15,067,641 | 207,030 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $6,339,325 | 91,675 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $11,074,737 | 193,479 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $8,310,968 | 171,078 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,854,094 | 107,061 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,228,206 | 144,439 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,415,339 | 214,506 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,728,989 | 339,430 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $15,953,507 | 221,392 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,446,344 | 198,881 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $11,743,648 | 214,222 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,849,553 | 205,484 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,703,223 | 163,481 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $2,261,760 | 48,000 | Call | Sole | 2020-08-12 | |
| 2020-03-31 | $4,737,554 | 125,299 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $60,496 | 1,600 | Call | Sole | 2020-05-13 | |
| 2020-03-31 | $185,269 | 4,900 | Put | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||