ELEVATION WEALTH PARTNERS, LLC

Position in JCI — Johnson Controls International plc

CIK 1976256 WALNUT CREEK, CA

Position in JCI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$53,037

+$42,692 QoQ

Shares Held

363

+359.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,382

of 1,590 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $202,515 across 13 Building Products & Equipment names. JCI ranks #1 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc This page	363	$53,037
2	TT	Trane Technologies plc	66	$32,416
3	FBIN	Fortune Brands Innovations, Inc.	560	$30,744
4	MAS	Masco Corp /De/	274	$22,295
5	TREX	Trex Co Inc	349	$17,463
6	CARR	CARRIER GLOBAL Corp	162	$11,882
7	CSL	Carlisle Companies Inc	25	$9,068
8	LII	Lennox International Inc	13	$7,448

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,037	363	+359.5%	Shares	Sole	2026-07-08
2026-03-31	$10,345	79	+9.7%	Shares	Sole	2026-04-14
2025-12-31	$8,622	72	+260.0%	Shares	Sole	2026-01-09
2025-09-30	$2,199	20	+100.0%	Shares	Sole	2025-10-14
2025-06-30	$1,056	10	0.0%	Shares	Sole	2025-07-08
2025-03-31	$801	10	0.0%	Shares	Sole	2025-04-09
2024-12-31	$789	10	0.0%	Shares	Sole	2025-01-29
2024-09-30	$776	10	0.0%	Shares	Sole	2024-10-04
2024-06-30	$664	10	0.0%	Shares	Sole	2024-07-09
2024-03-31	$653	10	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.