Position in TREX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$311,999
New position
Shares Held
6,235
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#285
of 468 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 88%
Shared 0%
None 12%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,962,483 across 7 Building Products & Equipment names. TREX ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
21,478 | $3,138,150 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
41,993 | $3,080,186 | |
| 3 | TT |
Trane Technologies plc
|
4,348 | $2,135,563 | |
| 4 | MAS |
Masco Corp /De/
|
16,814 | $1,368,155 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
11,326 | $621,797 | |
| 6 | TREX |
Trex Co Inc
This page
|
6,235 | $311,999 | |
| 7 | OC |
Owens Corning
|
1,929 | $306,633 |
All Filings in TREX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,999 | 6,235 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||