Stone Run Capital’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.74M	Sell	26,600 -1,972	-7%	-$129K	0.7%	41
2025 Q1	$1.87M	Buy	+28,572	New	+$1.87M	0.79%	38