Position in OC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$237,327
+$194,472 QoQ
Shares Held
1,493
+277.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#91
of 176 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $12,560,128 across 27 Building Products & Equipment names. OC ranks #6 (1.9% 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
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|
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 OC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,327 | 1,493 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $42,855 | 396 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $56,962 | 509 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64,930 | 459 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $63,396 | 461 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $37,418 | 262 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $40,195 | 236 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $30,714 | 174 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $33,180 | 191 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $233,019 | 1,397 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $51,287 | 346 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $53,199 | 390 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $31,842 | 244 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,124 | 137 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $108,160 | 1,268 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $92,602 | 1,178 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $85,456 | 1,150 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $105,225 | 1,150 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $188,783 | 2,086 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $134,748 | 1,576 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $56,292 | 575 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $144,120 | 1,565 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $41,668 | 550 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $37,845 | 550 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $30,668 | 550 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $23,363 | 602 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||