Position in AOS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$32,983,381
-$1,155,933 QoQ
Shares Held
525,883
+1.6% QoQ
Ownership
0.387%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#47
of 610 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $58,993,936 across 6 Specialty Industrial Machinery names. AOS ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AOS |
Smith A O Corp
This page
|
525,883 | $32,983,381 | |
| 2 | MIR |
Mirion Technologies, Inc.
|
573,910 | $10,290,206 | |
| 3 | ETN |
Eaton Corp plc
|
18,256 | $7,779,246 | |
| 4 | CSW |
Csw Industrials, Inc.
|
26,535 | $7,384,690 | |
| 5 | MIDD |
MIDDLEBY Corp
|
2,262 | $313,058 | |
| 6 | EMR |
Emerson Electric Co
|
1,700 | $243,355 |
All Filings in AOS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,983,381 | 525,883 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $34,139,314 | 517,733 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $34,465,471 | 515,333 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $43,336,345 | 590,333 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $38,708,134 | 590,333 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $36,924,020 | 564,933 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,574,179 | 374,933 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $27,410,097 | 305,133 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $24,953,776 | 305,133 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $27,297,198 | 305,133 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $25,155,164 | 305,133 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $20,178,445 | 305,133 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $22,207,579 | 305,133 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,099,946 | 305,133 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,465,812 | 305,133 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,433,595 | 132,433 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,481,900 | 81,966 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,236,807 | 81,966 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,036,781 | 81,966 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,311,013 | 86,966 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,266,769 | 86,966 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,879,771 | 86,966 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,767,476 | 86,966 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,855,804 | 91,966 | Shares | Sole | 2020-11-17 | |
| 2020-03-31 | $6,514,663 | 172,300 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||