Position in JELD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$23,775
New position
Shares Held
19,174
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026HB Wealth Management, LLC holds $16,151,534 across 14 Building Products & Equipment names. JELD ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
38,902 | $5,094,216 | |
| 2 | TT |
Trane Technologies plc
|
9,825 | $4,094,470 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
42,999 | $2,421,273 | |
| 4 | CSL |
Carlisle Companies Inc
|
2,974 | $992,185 | |
| 5 | LII |
Lennox International Inc
|
1,413 | $655,815 | |
| 6 | OC |
Owens Corning
|
5,075 | $549,216 | |
| 7 | MAS |
Masco Corp /De/
|
8,160 | $492,619 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
5,201 | $428,198 |
All Filings in JELD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,775 | 19,174 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||