EVERGREEN CAPITAL MANAGEMENT LLC
Position in JCI — Johnson Controls International plc
CIK 1260824
Bellevue, WA
Position in JCI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,602,533
+$161,692 QoQ
Shares Held
10,968
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#631
of 1,597 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $11,700,460 across 14 Building Products & Equipment names. JCI ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
5,424 | $2,664,050 | |
| 2 | JCI |
Johnson Controls International plc
This page
|
10,968 | $1,602,533 | |
| 3 | SPXC |
SPX Technologies, Inc.
|
5,708 | $1,399,430 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
16,640 | $1,220,543 | |
| 5 | CSL |
Carlisle Companies Inc
|
2,682 | $972,895 | |
| 6 | OC |
Owens Corning
|
3,830 | $608,816 | |
| 7 | TREX |
Trex Co Inc
|
11,010 | $550,940 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
5,504 | $492,497 |
All Filings in JCI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,602,533 | 10,968 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,440,841 | 11,003 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,097,388 | 9,164 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,012,638 | 9,210 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $917,098 | 8,683 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $670,039 | 8,364 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $547,852 | 6,941 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $539,078 | 6,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $457,645 | 6,885 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $399,104 | 6,110 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $309,814 | 5,375 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $535,132 | 10,057 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $707,837 | 10,388 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $650,857 | 10,808 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $688,960 | 10,765 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $320,224 | 6,506 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $212,873 | 4,446 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $283,590 | 4,325 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $339,875 | 4,180 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $283,008 | 4,157 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $284,334 | 4,143 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $232,772 | 3,901 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||