Skip to main content

Monte Financial Group, LLC

SEC CIK
0001755651
Latest filing
Aug 7, 2026

AOS holding history

Smith A O Corp in every 13F filed by Monte Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AOS overviewAll 13F holders of AOSFull Q2 2026 holdings

Shares (Q2 2026)
74,174
Value
$4.46M
% of portfolio
1.4%
Quarters held
2
Since Q1 2026
Holdings of AOS by Monte Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674,174$4.46M1.4%+14,430+24.2%AddedHolders
Q1 202659,744$3.94M1.4%+59,744NewHolders