Position in MBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,763
+$15,058 QoQ
Shares Held
1,532
+2293.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 344 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBC Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,639,701 across 20 Furnishings, Fixtures & Appliances names. MBC ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
35,232 | $2,762,185 | |
| 2 | MHK |
Mohawk Industries Inc
|
4,631 | $561,875 | |
| 3 | WHR |
Whirlpool Corp /De/
|
1,695 | $66,815 | |
| 4 | SN |
SharkNinja, Inc.
|
407 | $61,970 | |
| 5 | TILE |
Interface Inc
|
1,171 | $41,966 | |
| 6 | MLKN |
Millerknoll, Inc.
|
1,471 | $30,093 | |
| 7 | ETD |
Ethan Allen Interiors Inc
|
1,327 | $29,643 | |
| 8 | LZB |
La-Z-Boy Inc
|
594 | $23,829 |
All Filings in MBC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,763 | 1,532 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $705 | 64 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,387 | 561 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,033 | 369 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,188 | 627 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,202 | 493 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,996 | 701 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,290 | 701 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $10,409 | 701 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,687 | 715 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,885 | 850 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $104 | 13 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $339 | 45 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||