Regent Peak Wealth Advisors LLC
Position in JCI — Johnson Controls International plc
CIK 1803329
ATLANTA, GA
Position in JCI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$296,164
+$43,955 QoQ
Shares Held
2,027
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,114
of 1,590 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $529,695 across 2 Building Products & Equipment names. JCI ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
This page
|
2,027 | $296,164 | |
| 2 | MAS |
Masco Corp /De/
|
2,870 | $233,531 |
All Filings in JCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,164 | 2,027 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $252,209 | 1,926 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $213,155 | 1,780 | Shares | Sole | 2026-01-08 | |
| 2020-12-31 | $33,964 | 729 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||