Position in OC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,835
+$3,048 QoQ
Shares Held
43
+22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#600
of 684 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $42,558 across 13 Building Products & Equipment names. OC ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
19 | $9,332 | |
| 2 | OC |
Owens Corning
This page
|
43 | $6,835 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
28 | $4,394 | |
| 4 | AAON |
Aaon, Inc.
|
30 | $3,805 | |
| 5 | NPKI |
NPK International Inc.
|
231 | $3,675 | |
| 6 | CARR |
CARRIER GLOBAL Corp
|
47 | $3,447 | |
| 7 | LII |
Lennox International Inc
|
6 | $3,437 | |
| 8 | LPX |
Louisiana-Pacific Corp
|
38 | $2,989 |
All Filings in OC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,835 | 43 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,787 | 35 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,902 | 17 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,263 | 16 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,200 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,855 | 34 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,153 | 42 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,707 | 38 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,817 | 45 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,004 | 36 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,334 | 9 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||