ELEVATION POINT WEALTH PARTNERS, LLC

Position in SPXC — SPX Technologies, Inc.

CIK 1744349 DENVER, CO

Position in SPXC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$659,262

+$148,816 QoQ

Shares Held

2,689

+5.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#274

of 507 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $12,131,083 across 8 Building Products & Equipment names. SPXC ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	35,733	$5,220,948
2	TT	Trane Technologies plc	4,691	$2,304,031
3	CARR	CARRIER GLOBAL Corp	27,773	$2,037,149
4	LII	Lennox International Inc	1,438	$823,902
5	SPXC	SPX Technologies, Inc. This page	2,689	$659,262
6	AWI	Armstrong World Industries Inc	2,872	$460,726
7	GFF	Griffon Corp	4,282	$417,623
8	OC	Owens Corning	1,305	$207,442

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$659,262	2,689	+5.3%	Shares	Sole	2026-08-12
2026-03-31	$510,446	2,553	+129.6%	Shares	Sole	2026-04-27
2025-09-30	$207,699	1,112	-58.4%	Shares	Sole	2025-11-14
2025-06-30	$448,376	2,674	+1.5%	Shares	Sole	2026-02-03
2025-03-31	$339,335	2,635	+12.8%	Shares	Sole	2026-02-03
2024-12-31	$339,789	2,335	+0.2%	Shares	Sole	2026-02-03
2024-09-30	$371,701	2,331	-2.3%	Shares	Sole	2026-02-03
2024-06-30	$339,146	2,386	-12.1%	Shares	Sole	2026-02-03
2024-03-31	$334,174	2,714	-14.4%	Shares	Sole	2026-02-03
2023-12-31	$320,302	3,171	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$260,805	3,204	-2.3%	Shares	Sole	2023-10-11
2023-06-30	$278,786	3,281	-20.8%	Shares	Sole	2023-08-14
2023-03-31	$292,554	4,145	-4.3%	Shares	Sole	2023-05-11
2022-12-31	$284,330	4,331	-13.3%	Shares	Sole	2023-02-14
2022-09-30	$275,713	4,993	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.