Waverly Advisors, LLC

Position in SPXC — SPX Technologies, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in SPXC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,044,913

+$225,560 QoQ

Shares Held

4,262

+4.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#253

of 507 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $11,274,742 across 10 Building Products & Equipment names. SPXC ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	7,807	$3,834,486
2	JCI	Johnson Controls International plc	15,555	$2,272,741
3	CARR	CARRIER GLOBAL Corp	18,518	$1,358,295
4	SPXC	SPX Technologies, Inc. This page	4,262	$1,044,913
5	MAS	Masco Corp /De/	10,169	$827,451
6	OC	Owens Corning	3,890	$618,354
7	LII	Lennox International Inc	1,018	$583,263
8	CSL	Carlisle Companies Inc	752	$272,788

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,044,913	4,262	+4.0%	Shares	Sole	2026-08-14
2026-03-31	$819,353	4,098	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$816,844	4,083	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$752,349	4,028	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$670,048	3,996	+1.6%	Shares	Sole	2025-08-14
2025-03-31	$506,362	3,932	+4.7%	Shares	Sole	2025-05-15
2024-12-31	$546,281	3,754	-6.8%	Shares	Sole	2025-02-14
2024-09-30	$642,464	4,029	-3.9%	Shares	Sole	2024-11-14
2024-06-30	$595,850	4,192	+58.2%	Shares	Sole	2024-08-14
2024-03-31	$326,170	2,649	-1.3%	Shares	Sole	2024-05-15
2023-12-31	$271,211	2,685	-0.1%	Shares	Other	2024-02-14
2023-09-30	$218,884	2,689	+0.1%	Shares	Other	2023-11-14
2023-06-30	$228,143	2,685	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.