Position in LII
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$22,918
+$4,817 QoQ
Shares Held
40
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#550
of 650 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $339,614 across 18 Building Products & Equipment names. LII ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
1,271 | $93,227 | |
| 2 | TT |
Trane Technologies plc
|
158 | $77,603 | |
| 3 | JCI |
Johnson Controls International plc
|
359 | $52,453 | |
| 4 | LII |
Lennox International Inc
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|
40 | $22,918 | |
| 5 | CSL |
Carlisle Companies Inc
|
36 | $13,059 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
52 | $12,748 | |
| 7 | MAS |
Masco Corp /De/
|
146 | $11,880 | |
| 8 | OC |
Owens Corning
|
61 | $9,696 |
All Filings in LII
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,918 | 40 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $18,101 | 39 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,452 | 38 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,880 | 30 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,197 | 30 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,385 | 31 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,279 | 30 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,732 | 31 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $16,049 | 30 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $14,662 | 30 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,320 | 32 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,607 | 31 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $9,782 | 30 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,538 | 30 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,894 | 33 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $40,303 | 181 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $32,641 | 158 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $43,578 | 169 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $52,546 | 162 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,765 | 6 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||