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A. O. Smith Corporation shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of A. O. Smith Corporation (AOS) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in A. O. Smith Corporation

Tip: Access up to 7 years of quarterly data

All positions including A. O. Smith Corporation held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in A. O. Smith Corporation by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 31k 65.94

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)
SPDR Gold MiniShares Exchange Traded Fund (TIPX)
State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)
State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)
State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)
State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Invesco QQQ Exchange Traded Fund (QQQ)
Vanguard Small-Cap Value Exchange Traded Fund (VBR)
Vanguard Small-Cap Growth Exchange Traded Fund (VBK)
Vanguard Value Exchange Traded Fund (VTV)
Vanguard Mid-Cap Value Exchange Traded Fund (VOE)
Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding A. O. Smith Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Invesco
Impax Asset Management Group
American Century Companies
Geode Capital Management
Morgan Stanley
ProShare Advisors
First Trust Advisors
Earnest Partners
Dimensional Fund Advisors

View all funds holding A. O. Smith Corporation