Position in TREX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$275,617
+$62,019 QoQ
Shares Held
5,508
-6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 115 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $8,040,914 across 28 Building Products & Equipment names. TREX ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
43,692 | $3,555,213 | |
| 2 | TT |
Trane Technologies plc
|
2,796 | $1,373,277 | |
| 3 | JCI |
Johnson Controls International plc
|
6,292 | $919,319 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
7,032 | $515,792 | |
| 5 | OC |
Owens Corning
|
2,224 | $353,524 | |
| 6 | TREX |
Trex Co Inc
This page
|
5,508 | $275,617 | |
| 7 | LII |
Lennox International Inc
|
416 | $238,343 | |
| 8 | CSL |
Carlisle Companies Inc
|
462 | $167,587 |
All Filings in TREX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,617 | 5,508 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $213,598 | 5,865 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $143,264 | 4,084 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $78,381 | 1,517 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,820 | 199 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,192 | 141 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,692 | 39 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,721 | 131 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $60,035 | 810 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $84,687 | 849 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $71,446 | 863 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $45,543 | 739 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $49,955 | 762 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $38,448 | 790 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,604 | 723 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,197 | 50 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $8,100 | 124 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $16,743 | 124 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||