Position in LMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$77
-$547 QoQ
Shares Held
1
-87.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 177 holders
Holding Since
Dec 2024
6 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, 2026EverSource Wealth Advisors, LLC holds $8,025,654 across 27 Building Products & Equipment names. LMB ranks #27 (0.0% 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
|
416 | $238,343 | |
| 8 | CSL |
Carlisle Companies Inc
|
462 | $167,587 |
All Filings in LMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77 | 1 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $624 | 8 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $2,233 | 23 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,801 | 20 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $297 | 4 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $171 | 2 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||