Creative Planning

Position in JCI — Johnson Controls International plc

CIK 1540235 OVERLAND PARK, KS

Position in JCI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$26,130,417

+$6,992,092 QoQ

Shares Held

199,545

+24.9% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.6098874940489614.ToString("F0")% Shared 0.ToString("F0")% None 99.39011250595104.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $147,364,694 across 25 Building Products & Equipment names. JCI ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	98,551	$41,070,143
2	CARR	CARRIER GLOBAL Corp	493,105	$27,766,741
3	JCI	Johnson Controls International plc This page	199,545	$26,130,417
4	TREX	Trex Co Inc	217,187	$7,909,950
5	SPXC	SPX Technologies, Inc.	33,473	$6,692,591
6	AWI	Armstrong World Industries Inc	31,431	$5,179,828
7	MAS	Masco Corp /De/	77,082	$4,653,439
8	OC	Owens Corning	41,861	$4,530,197

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,130,417	199,545	+24.9%	Shares	Defined	2026-05-12
2025-12-31	$19,138,325	159,819	+8.1%	Shares	Sole	2026-02-17
2025-09-30	$16,259,075	147,877	+18.2%	Shares	Sole	2025-11-14
2025-06-30	$13,217,391	125,141	+5.7%	Shares	Sole	2025-08-08
2025-03-31	$9,481,258	118,353	+41.9%	Shares	Sole	2025-05-15
2024-12-31	$6,585,287	83,432	+13.4%	Shares	Defined	2025-02-14
2024-09-30	$5,711,629	73,594	+11.1%	Shares	Defined	2024-10-11
2024-06-30	$4,401,565	66,219	+14.5%	Shares	Defined	2024-08-15
2024-03-31	$3,779,088	57,855	+10.2%	Shares	Defined	2024-05-13
2023-12-31	$3,026,848	52,513	+10.4%	Shares	Defined	2024-02-14
2023-09-30	$2,531,199	47,570	-7.7%	Shares	Sole	2023-11-16
2023-06-30	$3,513,229	51,559	+11.0%	Shares	Defined	2023-07-21
2023-03-31	$2,796,736	46,442	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$3,064,896	47,889	+13.5%	Shares	Sole	2023-02-10
2022-09-30	$2,076,198	42,182	+7.4%	Shares	Sole	2022-11-03
2022-06-30	$1,879,912	39,263	-6.9%	Shares	Sole	2022-08-15
2022-03-31	$2,765,873	42,182	+14.0%	Shares	Sole	2022-05-16
2021-12-31	$3,009,201	37,009	-20.2%	Shares	Sole	2022-02-11
2021-09-30	$3,156,393	46,363	+9.7%	Shares	Sole	2021-11-10
2021-06-30	$2,901,195	42,273	-13.7%	Shares	Sole	2021-08-04
2021-03-31	$2,924,188	49,006	-25.6%	Shares	Sole	2021-04-30
2020-12-31	$3,070,048	65,895	+107.7%	Shares	Sole	2021-01-29
2020-09-30	$1,295,802	31,721	+16.8%	Shares	Sole	2020-11-05
2020-06-30	$927,515	27,168	-5.2%	Shares	Sole	2020-07-23
2020-03-31	$772,323	28,647	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.