Position in SWIM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$226
-$1,293 QoQ
Shares Held
35
-87.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 134 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWIM Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026SIGNATUREFD, LLC holds $10,204,947 across 25 Building Products & Equipment names. SWIM ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
10,666 | $5,238,712 | |
| 2 | JCI |
Johnson Controls International plc
|
14,683 | $2,145,333 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
17,232 | $1,263,967 | |
| 4 | MAS |
Masco Corp /De/
|
3,747 | $304,893 | |
| 5 | LII |
Lennox International Inc
|
498 | $285,329 | |
| 6 | OC |
Owens Corning
|
923 | $146,720 | |
| 7 | WMS |
Advanced Drainage Systems, Inc.
|
767 | $120,388 | |
| 8 | CSL |
Carlisle Companies Inc
|
296 | $107,374 |
All Filings in SWIM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226 | 35 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,519 | 283 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,797 | 283 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,153 | 283 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,805 | 283 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $745 | 116 | Shares | Sole | 2025-05-02 | |
| 2023-09-30 | $294 | 105 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,064 | 287 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $228 | 80 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $258 | 72 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||