Position in OC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$259,183
-$4,251 QoQ
Shares Held
2,395
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 83%
None 17%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $3,232,278 across 7 Building Products & Equipment names. OC ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
6,731 | $881,421 | |
| 2 | LII |
Lennox International Inc
|
1,183 | $549,062 | |
| 3 | TT |
Trane Technologies plc
|
1,278 | $532,591 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
1,911 | $382,084 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
6,631 | $373,387 | |
| 6 | OC |
Owens Corning
This page
|
2,395 | $259,183 | |
| 7 | CSL |
Carlisle Companies Inc
|
763 | $254,550 |
All Filings in OC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,183 | 2,395 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $263,434 | 2,354 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $283,341 | 2,003 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,424 | 1,981 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $211,942 | 1,484 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $250,368 | 1,470 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $216,059 | 1,224 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||