Global Retirement Partners, LLC
PensionPosition in SWIM — Latham Group, Inc.
CIK 1749744
San Rafael, CA
Position in SWIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,458
+$622 QoQ
Shares Held
380
+43.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 134 holders
Holding Since
Jun 2021
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, 2026Global Retirement Partners, LLC holds $10,723,297 across 24 Building Products & Equipment names. SWIM ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
6,044 | $2,968,571 | |
| 2 | JCI |
Johnson Controls International plc
|
19,520 | $2,852,067 | |
| 3 | AAON |
Aaon, Inc.
|
13,581 | $1,722,885 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
17,289 | $1,268,148 | |
| 5 | MAS |
Masco Corp /De/
|
6,155 | $500,832 | |
| 6 | CSL |
Carlisle Companies Inc
|
1,088 | $394,672 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
1,180 | $289,300 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
|
1,507 | $236,538 |
All Filings in SWIM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,458 | 380 | Shares | Sole | 2026-08-06 | |
| 2022-06-30 | $1,836 | 265 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,508 | 265 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $4,346 | 265 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $7,638 | 239 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||