Position in AOS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$16,893,381
+$1,457,884 QoQ
Shares Held
269,346
+15.1% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
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 Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$1,612,248
PutShares
26,400
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, 2026CITIGROUP INC holds $3,055,934,376 across 62 Specialty Industrial Machinery names. AOS ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,214,464 | $1,426,825,174 | |
| 2 | ETN |
Eaton Corp plc
|
564,310 | $240,463,775 | |
| 3 | PH |
Parker-Hannifin Corp
|
142,017 | $138,909,667 | |
| 4 | CMI |
Cummins Inc
|
185,959 | $132,627,816 | |
| 5 | ROK |
Rockwell Automation, Inc
|
255,527 | $126,506,306 | |
| 6 | ITT |
Itt Inc.
|
636,136 | $125,802,254 | |
| 7 | IR |
Ingersoll Rand Inc.
|
1,414,682 | $115,989,775 | |
| 8 | EMR |
Emerson Electric Co
|
720,454 | $103,132,989 |
All Filings in AOS
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,893,381 | 269,346 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $15,435,497 | 234,084 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $11,620,999 | 173,759 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,145,359 | 97,335 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $6,188,627 | 94,382 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $10,385,767 | 158,901 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,369,296 | 122,699 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $16,298,483 | 181,437 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,405,066 | 200,600 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $18,050,700 | 201,774 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $12,906,226 | 156,553 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,265,520 | 124,989 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $11,483,881 | 157,789 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $10,119,270 | 146,338 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $11,398,714 | 199,139 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $12,600,921 | 259,385 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $10,296,406 | 188,303 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,690,399 | 182,977 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $13,197,374 | 153,726 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $19,424,838 | 318,075 | Shares | Defined | 2021-11-10 | |
| 2021-09-30 | $1,612,248 | 26,400 | Put | Defined | 2021-11-10 | |
| 2021-06-30 | $15,870,492 | 220,240 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $18,229,818 | 269,632 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,707,438 | 231,803 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $10,560 | 200 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $105,600 | 2,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $13,044,237 | 247,050 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $98,952 | 2,100 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $10,149,174 | 215,390 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $131,936 | 2,800 | Put | Defined | 2020-08-12 | |
| 2020-03-31 | $124,773 | 3,300 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $37,810 | 1,000 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $4,018,520 | 106,282 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||