Position in AMRZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,477
+$1,508 QoQ
Shares Held
84
+58.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#424
of 460 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMRZ Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $309,371 across 10 Building Materials names. AMRZ ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLM |
Martin Marietta Materials Inc
|
306 | $176,470 | |
| 2 | CRH |
Crh Public Ltd Co
|
494 | $52,858 | |
| 3 | EXP |
Eagle Materials Inc
|
193 | $43,425 | |
| 4 | VMC |
Vulcan Materials CO
|
69 | $20,355 | |
| 5 | USLM |
United States Lime & Minerals Inc
|
60 | $6,280 | |
| 6 | AMRZ |
Amrize Ltd
This page
|
84 | $4,477 | |
| 7 | JHX |
James Hardie Industries plc
|
124 | $3,246 | |
| 8 | CX |
Cemex Sab De CV
|
159 | $1,908 |
All Filings in AMRZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,477 | 84 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,969 | 53 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,784 | 33 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,455 | 30 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||