Position in INVE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$133,647
-$5,057 QoQ
Shares Held
36,121
0.0% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INVE Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026WEDBUSH SECURITIES INC holds $13,951,111 across 11 Building Products & Equipment names. INVE ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPIH |
Perma-Pipe International Holdings, Inc.
|
196,355 | $5,853,342 | |
| 2 | TT |
Trane Technologies plc
|
6,128 | $2,553,782 | |
| 3 | JCI |
Johnson Controls International plc
|
14,165 | $1,854,906 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
30,401 | $1,711,880 | |
| 5 | MAS |
Masco Corp /De/
|
13,021 | $786,077 | |
| 6 | CSL |
Carlisle Companies Inc
|
817 | $272,567 | |
| 7 | LPX |
Louisiana-Pacific Corp
|
3,395 | $246,986 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
2,780 | $228,877 |
All Filings in INVE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,647 | 36,121 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $138,704 | 36,121 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $45,074 | 13,065 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||