Position in SPXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,047,017
+$2,354,426 QoQ
Shares Held
36,901
+10.2% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#120
of 507 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SPXC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Creative Planning holds $210,637,630 across 26 Building Products & Equipment names. SPXC ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
105,874 | $52,001,073 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
542,319 | $39,779,098 | |
| 3 | JCI |
Johnson Controls International plc
|
227,916 | $33,300,806 | |
| 4 | TREX |
Trex Co Inc
|
268,132 | $13,417,325 | |
| 5 | OC |
Owens Corning
|
67,186 | $10,679,886 | |
| 6 | MAS |
Masco Corp /De/
|
114,372 | $9,306,449 | |
| 7 | SPXC |
SPX Technologies, Inc.
This page
|
36,901 | $9,047,017 | |
| 8 | CSL |
Carlisle Companies Inc
|
15,655 | $5,678,850 |
All Filings in SPXC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,047,017 | 36,901 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,692,591 | 33,473 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,297,488 | 31,478 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,211,721 | 27,903 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,973,009 | 23,694 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,887,891 | 22,425 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,482,133 | 17,057 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,535,413 | 15,900 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,922,583 | 13,526 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,312,319 | 10,658 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $665,452 | 6,588 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $390,801 | 4,801 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $369,789 | 4,352 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $217,880 | 3,087 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $271,737 | 4,921 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||