Position in TREX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$284,827
+$77,525 QoQ
Shares Held
5,692
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#296
of 468 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TREX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $789,490 across 6 Building Products & Equipment names. TREX ranks #1 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREX |
Trex Co Inc
This page
|
5,692 | $284,827 | |
| 2 | JCI |
Johnson Controls International plc
|
1,868 | $272,933 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
1,958 | $143,619 | |
| 4 | MAS |
Masco Corp /De/
|
746 | $60,702 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
268 | $14,713 | |
| 6 | CSL |
Carlisle Companies Inc
|
35 | $12,696 |
All Filings in TREX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,827 | 5,692 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $207,302 | 5,692 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $213,567 | 6,088 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $333,116 | 6,447 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $376,690 | 6,927 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $402,458 | 6,927 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $478,170 | 6,927 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $471,186 | 7,077 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $524,547 | 7,077 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $705,930 | 7,077 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $602,462 | 7,277 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $460,807 | 7,477 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $490,192 | 7,477 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $344,437 | 7,077 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $320,734 | 7,577 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $310,963 | 7,077 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $385,130 | 7,077 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $516,237 | 7,902 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,308,035 | 9,687 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,195,333 | 11,727 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,197,798 | 11,719 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,072,757 | 11,719 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $981,114 | 11,719 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $868,794 | 12,134 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $737,106 | 5,667 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $454,153 | 5,667 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||