Atria Investments, Inc
Position in JCI — Johnson Controls International plc
CIK 1535865
Charlotte, NC
Position in JCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,590,676
-$1,013,198 QoQ
Shares Held
17,731
-35.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#532
of 1,597 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $38,080,148 across 16 Building Products & Equipment names. JCI ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
25,900 | $12,721,044 | |
| 2 | MAS |
Masco Corp /De/
|
88,713 | $7,218,576 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
72,514 | $5,318,901 | |
| 4 | JCI |
Johnson Controls International plc
This page
|
17,731 | $2,590,676 | |
| 5 | LII |
Lennox International Inc
|
3,576 | $2,048,869 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
7,979 | $1,252,383 | |
| 7 | AAON |
Aaon, Inc.
|
9,472 | $1,201,617 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
10,006 | $895,336 |
All Filings in JCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,590,676 | 17,731 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,603,874 | 27,521 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,278,036 | 27,374 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,127,637 | 28,446 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,161,322 | 39,399 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,533,491 | 44,108 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,712,515 | 59,705 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,875,693 | 62,823 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,302,736 | 64,732 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,086,353 | 62,559 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,158,499 | 54,797 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,005,034 | 56,475 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,590,228 | 52,689 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,046,349 | 50,587 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,830,976 | 28,609 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,006,155 | 20,442 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $1,932,151 | 29,467 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,716,061 | 58,001 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,188,281 | 61,520 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,307,561 | 62,765 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,203,035 | 70,438 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,475,054 | 74,588 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,934,778 | 47,363 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,972,672 | 87,073 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $2,438,720 | 90,457 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||