GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

Position in AOS — Smith A O Corp

CIK 923116 PARAMUS, NJ

Position in AOS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,763

-$19,975 QoQ

Shares Held

-83.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#553

of 605 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ holds $319,193 across 3 Specialty Industrial Machinery names. AOS ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	234	$228,880
2	ITW	Illinois Tool Works Inc	320	$86,550
3	AOS	Smith A O Corp This page	60	$3,763

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,763	60	-83.3%	Shares	Sole	2026-07-15
2026-03-31	$23,738	360	0.0%	Shares	Sole	2026-04-22
2025-12-31	$24,076	360	-87.8%	Shares	Sole	2026-01-21
2024-03-31	$264,801	2,960	0.0%	Shares	Sole	2024-04-29
2023-12-31	$244,022	2,960	0.0%	Shares	Sole	2024-01-31
2023-06-30	$215,428	2,960	0.0%	Shares	Sole	2023-07-26
2023-03-31	$204,684	2,960	-9.2%	Shares	Sole	2023-04-26
2022-03-31	$208,281	3,260	-0.6%	Shares	Sole	2022-05-03
2021-12-31	$281,588	3,280	0.0%	Shares	Sole	2022-02-01
2021-09-30	$200,309	3,280	0.0%	Shares	Sole	2021-10-27
2021-06-30	$236,356	3,280	0.0%	Shares	Sole	2021-07-30
2021-03-31	$221,760	3,280	—	Shares	Sole	2021-05-05
No filing history on record for this holder in this stock.