Position in OC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,589
+$940 QoQ
Shares Held
10
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#648
of 684 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $30,419 across 16 Building Products & Equipment names. OC ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
34 | $4,967 | |
| 2 | TT |
Trane Technologies plc
|
9 | $4,420 | |
| 3 | LII |
Lennox International Inc
|
6 | $3,437 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
41 | $3,007 | |
| 5 | CSL |
Carlisle Companies Inc
|
7 | $2,539 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
9 | $2,206 | |
| 7 | OC |
Owens Corning
This page
|
10 | $1,589 | |
| 8 | MAS |
Masco Corp /De/
|
18 | $1,464 |
All Filings in OC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,589 | 10 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $649 | 6 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $335 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $848 | 6 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $687 | 5 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $142 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||