Medallion Wealth Advisors, LLC
Position in JCI — Johnson Controls International plc
CIK 2131139
FARMINGTON, CT
Position in JCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$246,925
-$9,080 QoQ
Shares Held
1,690
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,201
of 1,590 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,533,627 across 7 Building Products & Equipment names. JCI ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
10,530 | $772,375 | |
| 2 | BLDR |
Builders FirstSource, Inc.
|
3,419 | $305,932 | |
| 3 | JCI |
Johnson Controls International plc
This page
|
1,690 | $246,925 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
325 | $79,680 | |
| 5 | TT |
Trane Technologies plc
|
149 | $73,182 | |
| 6 | MAS |
Masco Corp /De/
|
642 | $52,239 | |
| 7 | FBIN |
Fortune Brands Innovations, Inc.
|
60 | $3,294 |
All Filings in JCI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,925 | 1,690 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,005 | 1,955 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $234,109 | 1,955 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $214,950 | 1,955 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $206,486 | 1,955 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $156,614 | 1,955 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $148,545 | 1,882 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||