ANCHOR CAPITAL ADVISORS LLC

Position in AOS — Smith A O Corp

CIK 813933 Boston, MA

Position in AOS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$256,211

-$102,766 QoQ

Shares Held

4,085

-25.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#423

of 610 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ANCHOR CAPITAL ADVISORS LLC holds $33,948,104 across 6 Specialty Industrial Machinery names. AOS ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	38,619	$16,456,328
2	PH	Parker-Hannifin Corp	15,060	$14,730,487
3	CXT	Crane NXT, Co.	24,463	$1,251,527
4	AME	Ametek Inc/	2,733	$661,222
5	ITW	Illinois Tool Works Inc	2,190	$592,329
6	AOS	Smith A O Corp This page	4,085	$256,211

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,211	4,085	-25.0%	Shares	Sole	2026-08-05
2026-03-31	$358,977	5,444	-43.0%	Shares	Sole	2026-05-12
2025-12-31	$638,302	9,544	-26.1%	Shares	Sole	2026-02-10
2025-09-30	$947,723	12,910	-11.1%	Shares	Sole	2025-10-30
2025-06-30	$952,338	14,524	-97.1%	Shares	Sole	2025-08-06
2025-03-31	$32,518,495	497,529	-7.8%	Shares	Sole	2025-05-13
2024-12-31	$36,811,436	539,678	-19.0%	Shares	Sole	2025-02-05
2024-09-30	$59,822,108	665,948	-1.8%	Shares	Sole	2024-10-31
2024-06-30	$55,476,526	678,363	-13.3%	Shares	Sole	2024-08-06
2024-03-31	$69,971,675	782,156	-9.9%	Shares	Sole	2024-05-07
2023-12-31	$71,544,976	867,843	-7.4%	Shares	Sole	2024-02-05
2023-09-30	$62,006,133	937,640	-5.6%	Shares	Sole	2023-11-09
2023-06-30	$72,285,241	993,202	-5.2%	Shares	Sole	2023-08-04
2023-03-31	$72,430,130	1,047,435	-2.4%	Shares	Sole	2023-05-03
2022-12-31	$61,428,994	1,073,183	-1.0%	Shares	Sole	2023-02-10
2022-09-30	$52,636,867	1,083,509	-1.5%	Shares	Sole	2022-11-09
2022-06-30	$60,152,866	1,100,089	-8.0%	Shares	Sole	2022-08-04
2022-03-31	$76,371,933	1,195,366	-3.6%	Shares	Sole	2022-05-06
2021-12-31	$106,449,278	1,239,945	-2.7%	Shares	Sole	2022-02-10
2021-09-30	$77,826,020	1,274,374	-1.8%	Shares	Sole	2021-11-02
2021-06-30	$93,468,521	1,297,093	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$88,574,779	1,310,084	+4.9%	Shares	Sole	2021-05-14
2020-12-31	$68,470,234	1,249,001	+2.9%	Shares	Sole	2021-02-08
2020-09-30	$64,068,628	1,213,421	-3.0%	Shares	Sole	2020-11-13
2020-06-30	$58,954,282	1,251,152	-4.6%	Shares	Sole	2020-08-10
2020-03-31	$49,581,273	1,311,327	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.