Synergy Investment Management, LLC
Position in JCI — Johnson Controls International plc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in JCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,958
+$9,781 QoQ
Shares Held
75
+733.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,502
of 1,590 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $377,674 across 9 Building Products & Equipment names. JCI ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
2,028 | $148,753 | |
| 2 | TT |
Trane Technologies plc
|
214 | $105,106 | |
| 3 | CSL |
Carlisle Companies Inc
|
235 | $85,246 | |
| 4 | OC |
Owens Corning
|
104 | $16,531 | |
| 5 | JCI |
Johnson Controls International plc
This page
|
75 | $10,958 | |
| 6 | AAON |
Aaon, Inc.
|
62 | $7,865 | |
| 7 | TREX |
Trex Co Inc
|
32 | $1,601 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
18 | $988 |
All Filings in JCI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,958 | 75 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,177 | 9 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||