Position in AOS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$731,934
+$83,198 QoQ
Shares Held
11,100
+14.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026JOHN G ULLMAN & ASSOCIATES INC holds $68,804,383 across 12 Specialty Industrial Machinery names. AOS ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
250,719 | $32,849,203 | |
| 2 | GNRC |
Generac Holdings Inc.
|
55,500 | $10,840,815 | |
| 3 | FLS |
Flowserve Corp
|
124,825 | $9,175,885 | |
| 4 | GRC |
Gorman Rupp Co
|
112,656 | $6,999,317 | |
| 5 | WTS |
Watts Water Technologies Inc
|
11,225 | $3,258,505 | |
| 6 | GEV |
GE Vernova Inc.
|
3,273 | $2,857,001 | |
| 7 | AOS |
Smith A O Corp
This page
|
11,100 | $731,934 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,975 | $514,072 |
All Filings in AOS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $731,934 | 11,100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $648,736 | 9,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $712,077 | 9,700 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $603,244 | 9,200 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $594,776 | 9,100 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $579,785 | 8,500 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $781,521 | 8,700 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $711,486 | 8,700 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $778,302 | 8,700 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $717,228 | 8,700 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $575,331 | 8,700 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $633,186 | 8,700 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $601,605 | 8,700 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $497,988 | 8,700 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $410,501 | 8,450 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $470,958 | 8,613 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $464,033 | 7,263 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $618,120 | 7,200 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $341,992 | 5,600 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $425,154 | 5,900 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $398,899 | 5,900 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $230,244 | 4,200 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $221,760 | 4,200 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||