Compound Planning, Inc.

Position in JCI — Johnson Controls International plc

CIK 1978879 NEW YORK, NY

Position in JCI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,509,169

+$165,492 QoQ

Shares Held

10,329

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#641

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

Compound Planning, Inc. holds $6,090,315 across 8 Building Products & Equipment names. JCI ranks #1 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc This page	10,329	$1,509,169
2	TT	Trane Technologies plc	2,396	$1,176,819
3	MAS	Masco Corp /De/	12,088	$983,600
4	OC	Owens Corning	5,294	$841,534
5	CARR	CARRIER GLOBAL Corp	8,586	$629,782
6	SPXC	SPX Technologies, Inc.	1,668	$408,942
7	CSL	Carlisle Companies Inc	763	$276,777
8	WMS	Advanced Drainage Systems, Inc.	1,680	$263,692

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,509,169	10,329	+0.7%	Shares	Other	2026-08-04
2026-03-31	$1,343,677	10,261	+5.5%	Shares	Sole	2026-05-14
2025-12-31	$1,164,807	9,727	+4.8%	Shares	Defined	2026-02-19
2025-09-30	$1,020,775	9,284	+14.7%	Shares	Sole	2025-11-10
2025-06-30	$854,888	8,094	+4.7%	Shares	Sole	2025-08-14
2025-03-31	$619,410	7,732	+10.9%	Shares	Sole	2025-05-14
2024-12-31	$550,142	6,970	+12.8%	Shares	Sole	2025-01-17
2024-09-30	$479,474	6,178	+8.4%	Shares	Sole	2024-10-08
2024-06-30	$378,679	5,697	+52.2%	Shares	Sole	2024-07-26
2024-03-31	$244,427	3,742	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.