Position in OC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$552,544
+$187,410 QoQ
Shares Held
3,476
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#360
of 684 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,679,408 across 8 Building Products & Equipment names. OC ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
3,542 | $1,739,688 | |
| 2 | AWI |
Armstrong World Industries Inc
|
4,140 | $664,138 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
3,615 | $567,410 | |
| 4 | JCI |
Johnson Controls International plc
|
3,868 | $565,153 | |
| 5 | OC |
Owens Corning
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|
3,476 | $552,544 | |
| 6 | MAS |
Masco Corp /De/
|
3,674 | $298,953 | |
| 7 | LII |
Lennox International Inc
|
462 | $264,702 | |
| 8 | INVE |
Identiv, Inc.
|
10,643 | $26,820 |
All Filings in OC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,544 | 3,476 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $365,134 | 3,374 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $291,973 | 2,609 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $375,293 | 2,653 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $389,044 | 2,829 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $429,745 | 3,009 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $567,165 | 3,330 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $617,113 | 3,496 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $642,242 | 3,697 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||