Position in REZI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$145,237
+$26,983 QoQ
Shares Held
6,711
+33.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#239
of 434 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REZI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $3,688,313 across 19 Industrial Distribution names. REZI ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
37,691 | $1,810,298 | |
| 2 | WCC |
Wesco International Inc
|
1,333 | $460,458 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
1,200 | $405,780 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
232 | $315,612 | |
| 5 | WSO |
Watsco Inc
|
722 | $300,879 | |
| 6 | REZI |
Resideo Technologies, Inc.
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|
6,711 | $145,237 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
490 | $116,291 | |
| 8 | SITE |
SiteOne Landscape Supply, Inc.
|
451 | $51,598 |
All Filings in REZI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,237 | 4,670 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $118,254 | 3,508 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $123,200 | 3,508 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $151,475 | 3,508 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $73,702 | 3,341 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $42,975 | 2,428 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $276 | 12 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $2,022 | 128 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $211 | 12 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,151 | 63 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $59 | 1,466 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,874 | 1,410 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $30,372 | 1,564 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,215 | 51 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,301 | 50 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,512 | 61 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,039 | 68 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,920 | 68 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,445 | 68 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $846 | 77 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,254 | 107 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,645 | 340 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||