Position in MLM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$176,470
-$9,552 QoQ
Shares Held
306
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#834
of 1,068 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $309,371 across 10 Building Materials names. MLM ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLM |
Martin Marietta Materials Inc
This page
|
306 | $176,470 | |
| 2 | CRH |
Crh Public Ltd Co
|
494 | $52,858 | |
| 3 | EXP |
Eagle Materials Inc
|
193 | $43,425 | |
| 4 | VMC |
Vulcan Materials CO
|
69 | $20,355 | |
| 5 | USLM |
United States Lime & Minerals Inc
|
60 | $6,280 | |
| 6 | AMRZ |
Amrize Ltd
|
84 | $4,477 | |
| 7 | JHX |
James Hardie Industries plc
|
124 | $3,246 | |
| 8 | CX |
Cemex Sab De CV
|
159 | $1,908 |
All Filings in MLM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,470 | 306 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $186,022 | 316 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $191,156 | 307 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $194,126 | 308 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $168,530 | 307 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $86,063 | 180 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,549 | 3 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,076 | 2 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,625 | 3 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,227 | 2 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $498 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $410 | 1 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $461 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $355 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $337 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||