Position in EXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$150,975
+$86,945 QoQ
Shares Held
671
+98.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#393
of 532 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXP Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $15,267,640 across 10 Building Materials names. EXP ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRH |
Crh Public Ltd Co
|
134,019 | $14,340,033 | |
| 2 | VMC |
Vulcan Materials CO
|
1,253 | $369,643 | |
| 3 | MLM |
Martin Marietta Materials Inc
|
543 | $313,144 | |
| 4 | EXP |
Eagle Materials Inc
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|
671 | $150,975 | |
| 5 | KNF |
Knife River Corp
|
759 | $63,486 | |
| 6 | CX |
Cemex Sab De CV
|
1,372 | $16,464 | |
| 7 | TTAM |
Titan America SA
|
216 | $4,028 | |
| 8 | USLM |
United States Lime & Minerals Inc
|
36 | $3,768 |
All Filings in EXP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,975 | 671 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $64,030 | 338 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $66,962 | 324 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $73,638 | 316 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $34,761 | 172 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,862 | 85 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,947 | 93 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,010 | 80 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,089 | 74 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,478 | 68 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $13,387 | 66 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,990 | 66 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,303 | 66 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,685 | 66 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,768 | 66 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,788 | 82 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||