Position in SWIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$181
+$169 QoQ
Shares Held
28
+1300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 134 holders
Holding Since
Sep 2025
3 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, 2026Clearstead Advisors, LLC holds $6,054,924 across 25 Building Products & Equipment names. SWIM ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
24,989 | $1,832,943 | |
| 2 | TT |
Trane Technologies plc
|
3,381 | $1,660,611 | |
| 3 | JCI |
Johnson Controls International plc
|
4,290 | $626,811 | |
| 4 | OC |
Owens Corning
|
3,620 | $575,435 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
10,292 | $565,030 | |
| 6 | MAS |
Masco Corp /De/
|
3,600 | $292,932 | |
| 7 | CSL |
Carlisle Companies Inc
|
612 | $222,003 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
1,429 | $127,866 |
All Filings in SWIM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181 | 28 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $12 | 2 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,438 | 189 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||