Position in OC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,742
+$2,358 QoQ
Shares Held
55
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 685 holders
Holding Since
Dec 2025
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, 2026SHP Wealth Management holds $1,485,311 across 10 Building Products & Equipment names. OC ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
12,560 | $921,276 | |
| 2 | TT |
Trane Technologies plc
|
534 | $262,279 | |
| 3 | JCI |
Johnson Controls International plc
|
1,261 | $184,244 | |
| 4 | CSL |
Carlisle Companies Inc
|
163 | $59,128 | |
| 5 | MAS |
Masco Corp /De/
|
310 | $25,224 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
400 | $21,960 | |
| 7 | OC |
Owens Corning
This page
|
55 | $8,742 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
13 | $1,163 |
All Filings in OC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,742 | 55 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,384 | 59 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,043 | 54 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||