Position in LII
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$254,389
-$1,127,999 QoQ
Shares Held
444
-82.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#477
of 650 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $6,239,639 across 6 Building Products & Equipment names. LII ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
4,473 | $2,196,958 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
25,557 | $1,874,605 | |
| 3 | LPX |
Louisiana-Pacific Corp
|
11,998 | $943,762 | |
| 4 | JCI |
Johnson Controls International plc
|
3,563 | $520,589 | |
| 5 | AWI |
Armstrong World Industries Inc
|
2,801 | $449,336 | |
| 6 | LII |
Lennox International Inc
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|
444 | $254,389 |
All Filings in LII
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,389 | 444 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $1,382,388 | 2,584 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,248,781 | 2,555 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||