Position in JCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$464,775
+$47,962 QoQ
Shares Held
3,181
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#934
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, 2026PDS Planning, Inc holds $1,418,377 across 3 Building Products & Equipment names. JCI ranks #2 (32.8% of the industry book) .
All Filings in JCI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,775 | 3,181 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $416,813 | 3,183 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $369,309 | 3,084 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $331,499 | 3,015 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $326,682 | 3,093 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $214,614 | 2,679 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $192,036 | 2,433 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||