Position in OC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$220,635
+$19,974 QoQ
Shares Held
1,388
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#474
of 684 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $9,227,990 across 7 Building Products & Equipment names. OC ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
7,957 | $3,908,160 | |
| 2 | JCI |
Johnson Controls International plc
|
17,573 | $2,567,590 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
6,478 | $1,016,786 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
9,656 | $708,266 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
8,161 | $448,038 | |
| 6 | MAS |
Masco Corp /De/
|
4,406 | $358,515 | |
| 7 | OC |
Owens Corning
This page
|
1,388 | $220,635 |
All Filings in OC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,635 | 1,388 | Shares | Sole | 2026-08-12 | |
| 2025-03-31 | $200,661 | 1,405 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $244,238 | 1,434 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||