Position in LMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,235
-$57 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 177 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMB Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026NewEdge Advisors, LLC holds $58,730,128 across 24 Building Products & Equipment names. LMB ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
44,647 | $21,928,820 | |
| 2 | JCI |
Johnson Controls International plc
|
133,595 | $19,519,565 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
82,670 | $6,063,844 | |
| 4 | AAON |
Aaon, Inc.
|
17,604 | $2,233,243 | |
| 5 | OC |
Owens Corning
|
11,739 | $1,866,031 | |
| 6 | MAS |
Masco Corp /De/
|
21,670 | $1,763,287 | |
| 7 | CSL |
Carlisle Companies Inc
|
3,396 | $1,231,899 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
20,627 | $1,132,422 |
All Filings in LMB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,235 | 55 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,292 | 55 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $4,281 | 55 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,341 | 55 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,985 | 57 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,244 | 57 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,875 | 57 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,318 | 57 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,245 | 57 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,360 | 57 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,098 | 508 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,770 | 434 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,748 | 192 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||