Creative Planning

Position in JCI — Johnson Controls International plc

CIK 1540235 OVERLAND PARK, KS

Position in JCI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$33,300,806

+$7,170,389 QoQ

Shares Held

227,916

+14.2% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#185

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Creative Planning holds $210,637,630 across 26 Building Products & Equipment names. JCI ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	105,874	$52,001,073
2	CARR	CARRIER GLOBAL Corp	542,319	$39,779,098
3	JCI	Johnson Controls International plc This page	227,916	$33,300,806
4	TREX	Trex Co Inc	268,132	$13,417,325
5	OC	Owens Corning	67,186	$10,679,886
6	MAS	Masco Corp /De/	114,372	$9,306,449
7	SPXC	SPX Technologies, Inc.	36,901	$9,047,017
8	CSL	Carlisle Companies Inc	15,655	$5,678,850

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,300,806	227,916	+14.2%	Shares	Defined	2026-08-13
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.