Waverly Advisors, LLC

Position in JCI — Johnson Controls International plc

CIK 1568787 BIRMINGHAM, AL

Position in JCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,272,741

+$451,751 QoQ

Shares Held

15,555

+11.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#557

of 1,597 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $11,274,742 across 10 Building Products & Equipment names. JCI ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	7,807	$3,834,486
2	JCI	Johnson Controls International plc This page	15,555	$2,272,741
3	CARR	CARRIER GLOBAL Corp	18,518	$1,358,295
4	SPXC	SPX Technologies, Inc.	4,262	$1,044,913
5	MAS	Masco Corp /De/	10,169	$827,451
6	OC	Owens Corning	3,890	$618,354
7	LII	Lennox International Inc	1,018	$583,263
8	CSL	Carlisle Companies Inc	752	$272,788

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,272,741	15,555	+11.9%	Shares	Sole	2026-08-14
2026-03-31	$1,820,990	13,906	+19.9%	Shares	Sole	2026-05-15
2025-12-31	$1,389,219	11,601	+15.0%	Shares	Sole	2026-02-17
2025-09-30	$1,109,175	10,088	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$1,061,481	10,050	+6.3%	Shares	Sole	2025-08-14
2025-03-31	$757,440	9,455	-5.0%	Shares	Sole	2025-05-15
2024-12-31	$785,590	9,953	+197.0%	Shares	Sole	2025-02-14
2024-09-30	$260,071	3,351	-11.1%	Shares	Sole	2024-11-14
2024-06-30	$250,591	3,770	+7.5%	Shares	Sole	2024-08-14
2024-03-31	$229,076	3,507	+3.3%	Shares	Sole	2024-05-15
2023-06-30	$231,403	3,396	0.0%	Shares	Other	2023-08-15
2023-03-31	$204,506	3,396	+0.3%	Shares	Other	2023-05-16
2022-12-31	$216,640	3,385	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.