Position in OC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$369,105
+$132,190 QoQ
Shares Held
2,322
+66.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#401
of 685 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $2,553,284 across 4 Building Products & Equipment names. OC ranks #3 (14.5% of the industry book) .
All Filings in OC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,105 | 2,322 | Shares | Sole | 2026-07-31 | |
| 2024-12-31 | $236,915 | 1,391 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $300,084 | 1,700 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $258,669 | 1,489 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $237,523 | 1,424 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $210,634 | 1,421 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $244,948 | 1,877 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||