Position in SWIM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$666,591
+$192,265 QoQ
Shares Held
103,028
+16.6% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 134 holders
Holding Since
Jun 2025
5 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, 2026Atria Investments, Inc holds $38,080,148 across 16 Building Products & Equipment names. SWIM ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
25,900 | $12,721,044 | |
| 2 | MAS |
Masco Corp /De/
|
88,713 | $7,218,576 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
72,514 | $5,318,901 | |
| 4 | JCI |
Johnson Controls International plc
|
17,731 | $2,590,676 | |
| 5 | LII |
Lennox International Inc
|
3,576 | $2,048,869 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
7,979 | $1,252,383 | |
| 7 | AAON |
Aaon, Inc.
|
9,472 | $1,201,617 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
10,006 | $895,336 |
All Filings in SWIM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,591 | 103,028 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $474,326 | 88,329 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $431,228 | 67,910 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $693,583 | 91,141 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $279,705 | 43,841 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||