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Equibles

Financial Perspectives, Inc

Position in APOG — Apogee Enterprises, Inc.

CIK 2003287 MINNEAPOLIS, MN
Back to APOG Full portfolio

Position in APOG

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$4,574
+$1,220 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 236 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in APOG Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

Financial Perspectives, Inc holds $784,333 across 5 Building Products & Equipment names. APOG ranks #5 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
 7,828 $574,183
2 TT
Trane Technologies plc
 225 $110,511
3 BLDR
Builders FirstSource, Inc.
 535 $47,871
4 MAS
Masco Corp /De/
 580 $47,194
5 APOG
Apogee Enterprises, Inc.
This page 		100 $4,574

All Filings in APOG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,574 100
2026-03-31 $3,354 100
2025-12-31 $3,641 100
2025-09-30 $4,357 100
2025-06-30 $4,060 100
2025-03-31 $4,633 100
2024-12-31 $7,141 100
2024-09-30 $7,002 100
2024-06-30 $6,284 100
2024-03-31 $5,920 100
2023-12-31 $5,341 100
2023-09-30 $4,708 100
2023-06-30 $4,747 100
2023-03-31 $4,325 100
2022-12-31 $4,446 100
2022-09-30 $3,822 100
2022-06-30 $3,922 100
2022-03-31 $4,746 100
2021-12-31 $4,815 100
2021-09-30 $3,776 100
2021-06-30 $4,073 100
2021-03-31 $100 4,088
2020-12-31 $3,168 100
2020-09-30 $2,137 100
2020-06-30 $2,304 100
2020-03-31 $5,996 288

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