Position in AOS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$627,200
-$104,734 QoQ
Shares Held
10,000
-9.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#317
of 612 holders
Holding Since
Sep 2020
24 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 Jun 30, 2026JOHN G ULLMAN & ASSOCIATES INC holds $61,114,398 across 7 Specialty Industrial Machinery names. AOS ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
248,310 | $35,545,576 | |
| 2 | GNRC |
Generac Holdings Inc.
|
39,595 | $11,593,811 | |
| 3 | GRC |
Gorman Rupp Co
|
85,045 | $7,802,028 | |
| 4 | WTS |
Watts Water Technologies Inc
|
11,324 | $4,432,779 | |
| 5 | AOS |
Smith A O Corp
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|
10,000 | $627,200 | |
| 6 | FELE |
Franklin Electric Co Inc
|
5,400 | $578,826 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,975 | $534,178 |
All Filings in AOS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,200 | 10,000 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||