Position in LMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$19,019
-$259 QoQ
Shares Held
247
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 177 holders
Holding Since
Mar 2020
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, 2026IFP Advisors, Inc holds $12,524,872 across 26 Building Products & Equipment names. LMB ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
96,934 | $7,110,108 | |
| 2 | JCI |
Johnson Controls International plc
|
12,053 | $1,761,063 | |
| 3 | SWIM |
Latham Group, Inc.
|
149,503 | $967,284 | |
| 4 | TT |
Trane Technologies plc
|
1,707 | $838,410 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
|
2,581 | $405,113 | |
| 6 | OC |
Owens Corning
|
1,493 | $237,327 | |
| 7 | LPX |
Louisiana-Pacific Corp
|
2,738 | $215,371 | |
| 8 | MAS |
Masco Corp /De/
|
2,434 | $198,054 |
All Filings in LMB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,019 | 247 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,278 | 247 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,228 | 247 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,988 | 247 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $24,517 | 175 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $32,022 | 430 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $36,782 | 430 | Shares | Sole | 2025-02-04 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||