Position in OC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,291
+$2,668 QoQ
Shares Held
27
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#616
of 684 holders
Holding Since
Dec 2024
5 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, 2026Physician Wealth Advisors, Inc. holds $207,962 across 12 Building Products & Equipment names. OC ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
426 | $62,242 | |
| 2 | TT |
Trane Technologies plc
|
82 | $40,275 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
453 | $33,227 | |
| 4 | FBIN |
Fortune Brands Innovations, Inc.
|
477 | $26,187 | |
| 5 | AWI |
Armstrong World Industries Inc
|
156 | $25,025 | |
| 6 | CSL |
Carlisle Companies Inc
|
17 | $6,166 | |
| 7 | OC |
Owens Corning
This page
|
27 | $4,291 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
38 | $3,400 |
All Filings in OC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,291 | 27 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,623 | 15 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,566 | 14 | Shares | Sole | 2026-01-29 | |
| 2025-03-31 | $1,856 | 13 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,214 | 13 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||