Position in SWIM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$967,284
+$164,443 QoQ
Shares Held
149,503
-0.0% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 135 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWIM Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $12,524,872 across 26 Building Products & Equipment names. SWIM ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
96,934 | $7,110,108 | |
| 2 | JCI |
Johnson Controls International plc
|
12,053 | $1,761,063 | |
| 3 | SWIM |
Latham Group, Inc.
This page
|
149,503 | $967,284 | |
| 4 | TT |
Trane Technologies plc
|
1,707 | $838,410 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
|
2,581 | $405,113 | |
| 6 | OC |
Owens Corning
|
1,493 | $237,327 | |
| 7 | LPX |
Louisiana-Pacific Corp
|
2,738 | $215,371 | |
| 8 | MAS |
Masco Corp /De/
|
2,434 | $198,054 |
All Filings in SWIM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,284 | 149,503 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $802,841 | 149,505 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $949,413 | 149,514 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,257,323 | 296,626 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $944,310 | 148,011 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $953,626 | 148,309 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $41 | 6 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||