Position in SWIM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$280,694
+$182,901 QoQ
Shares Held
43,384
+138.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 134 holders
Holding Since
Jun 2021
21 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, 2026WELLS FARGO & COMPANY/MN holds $1,401,875,352 across 30 Building Products & Equipment names. SWIM ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
840,041 | $412,594,535 | |
| 2 | JCI |
Johnson Controls International plc
|
1,818,795 | $265,744,135 | |
| 3 | CSL |
Carlisle Companies Inc
|
585,095 | $212,243,211 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
2,332,587 | $171,095,253 | |
| 5 | LII |
Lennox International Inc
|
171,131 | $98,049,504 | |
| 6 | MAS |
Masco Corp /De/
|
455,305 | $37,048,166 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
402,128 | $35,982,411 | |
| 8 | AAON |
Aaon, Inc.
|
240,261 | $30,479,509 |
All Filings in SWIM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,694 | 43,384 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $97,793 | 18,211 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $313,080 | 49,304 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $216,344 | 28,429 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $152,488 | 23,901 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $156,371 | 24,319 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $165,529 | 23,783 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $128,193 | 18,852 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $55,442 | 18,298 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $56,758 | 14,333 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $808,319 | 307,346 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,549,897 | 553,535 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,128,785 | 573,797 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,654,597 | 578,531 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,675,320 | 520,286 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,189,195 | 609,804 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,972,597 | 1,150,447 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,005,766 | 906,780 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,783,553 | 310,969 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,180,677 | 315,895 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,930,337 | 185,555 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||