Position in OC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,245
-$2,438 QoQ
Shares Held
33
-53.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#609
of 684 holders
Holding Since
Sep 2023
12 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, 2026Abound Wealth Management holds $195,959 across 9 Building Products & Equipment names. OC ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
203 | $99,705 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
1,089 | $79,878 | |
| 3 | JCI |
Johnson Controls International plc
|
71 | $10,373 | |
| 4 | OC |
Owens Corning
This page
|
33 | $5,245 | |
| 5 | GFF |
Griffon Corp
|
2 | $195 | |
| 6 | MAS |
Masco Corp /De/
|
2 | $162 | |
| 7 | ARLO |
Arlo Technologies, Inc.
|
12 | $161 | |
| 8 | TREX |
Trex Co Inc
|
3 | $150 |
All Filings in OC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,245 | 33 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,683 | 71 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,693 | 33 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,668 | 33 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,538 | 33 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,426 | 45 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,664 | 45 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,943 | 45 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,817 | 45 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,506 | 45 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $3,112 | 21 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $1,227 | 9 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||