EverSource Wealth Advisors, LLC
Position in LII — Lennox International Inc
CIK 1710537
BIRMINGHAM, AL
Position in LII
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$238,343
+$19,742 QoQ
Shares Held
416
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#113
of 183 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $8,040,914 across 28 Building Products & Equipment names. LII ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
43,692 | $3,555,213 | |
| 2 | TT |
Trane Technologies plc
|
2,796 | $1,373,277 | |
| 3 | JCI |
Johnson Controls International plc
|
6,292 | $919,319 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
7,032 | $515,792 | |
| 5 | OC |
Owens Corning
|
2,224 | $353,524 | |
| 6 | TREX |
Trex Co Inc
|
5,508 | $275,617 | |
| 7 | LII |
Lennox International Inc
This page
|
416 | $238,343 | |
| 8 | CSL |
Carlisle Companies Inc
|
462 | $167,587 |
All Filings in LII
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,343 | 416 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $218,601 | 471 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $167,521 | 345 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $363,139 | 686 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $463,175 | 808 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $639,903 | 1,141 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $578,833 | 950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $565,614 | 936 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $492,178 | 920 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $455,523 | 932 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $415,745 | 929 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $348,228 | 930 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $313,026 | 960 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $243,490 | 969 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $233,487 | 976 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $388,336 | 1,744 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $403,676 | 1,954 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $493,543 | 1,914 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $291,598 | 899 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||