Position in LII
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,070,641
+$396,525 QoQ
Shares Held
3,614
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#243
of 650 holders
Holding Since
Mar 2020
26 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, 2026CFO4Life Group, LLC holds $2,615,778 across 2 Building Products & Equipment names. LII ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
This page
|
3,614 | $2,070,641 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
7,432 | $545,137 |
All Filings in LII
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,070,641 | 3,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,674,116 | 3,607 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,539,583 | 5,230 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,817,292 | 3,433 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,966,786 | 3,431 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,921,964 | 3,427 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,089,289 | 3,429 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,067,880 | 3,422 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,829,096 | 3,419 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,669,604 | 3,416 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,521,120 | 3,399 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,331,508 | 3,556 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,368,955 | 10,332 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,876,150 | 11,446 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,724,351 | 11,388 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,544,227 | 11,426 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,356,778 | 11,408 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,788,755 | 10,815 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,442,432 | 10,613 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,222,222 | 14,353 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,249,151 | 17,814 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,576,526 | 17,897 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $5,081,047 | 18,546 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $5,213,938 | 19,126 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,543,305 | 19,500 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,696,517 | 20,334 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||