Position in OC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,563
+$1,776 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#612
of 689 holders
Holding Since
Jun 2024
9 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, 2026Cornerstone Planning Group LLC holds $243,302 across 14 Building Products & Equipment names. OC ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
181 | $88,899 | |
| 2 | JCI |
Johnson Controls International plc
|
408 | $59,612 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
442 | $32,420 | |
| 4 | AAON |
Aaon, Inc.
|
226 | $28,670 | |
| 5 | MAS |
Masco Corp /De/
|
162 | $13,181 | |
| 6 | OC |
Owens Corning
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|
35 | $5,563 | |
| 7 | LII |
Lennox International Inc
|
9 | $5,156 | |
| 8 | CSL |
Carlisle Companies Inc
|
13 | $4,715 |
All Filings in OC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,563 | 35 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,787 | 35 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $335 | 3 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,122 | 160 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,237 | 9 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,142 | 22 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $340 | 2 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $353 | 2 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,216 | 7 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||