EverSource Wealth Advisors, LLC
Position in SPXC — SPX Technologies, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in SPXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,077
-$47,495 QoQ
Shares Held
139
-65.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#431
of 507 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPXC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $8,025,654 across 27 Building Products & Equipment names. SPXC ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
43,692 | $3,555,213 | |
| 2 | TT |
Trane Technologies plc
|
2,796 | $1,373,277 | |
| 3 | JCI |
Johnson Controls International plc
|
6,292 | $919,319 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
7,032 | $515,792 | |
| 5 | OC |
Owens Corning
|
2,224 | $353,524 | |
| 6 | TREX |
Trex Co Inc
|
5,508 | $275,617 | |
| 7 | LII |
Lennox International Inc
|
416 | $238,343 | |
| 8 | CSL |
Carlisle Companies Inc
|
462 | $167,587 |
All Filings in SPXC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,077 | 139 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $81,572 | 408 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $74,019 | 370 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $79,380 | 425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $71,263 | 425 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,611 | 261 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,650 | 245 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,459 | 260 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $36,955 | 260 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,383 | 263 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $26,565 | 263 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,199 | 371 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $31,523 | 371 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $26,679 | 378 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,310 | 416 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,970 | 416 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||