Position in TREX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,656
+$2,084 QoQ
Shares Held
153
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#402
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, 2026HHM Wealth Advisors, LLC holds $424,535 across 8 Building Products & Equipment names. TREX ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
2,065 | $151,467 | |
| 2 | JCI |
Johnson Controls International plc
|
819 | $119,664 | |
| 3 | TT |
Trane Technologies plc
|
182 | $89,391 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
107 | $26,233 | |
| 5 | LPX |
Louisiana-Pacific Corp
|
316 | $24,856 | |
| 6 | TREX |
Trex Co Inc
This page
|
153 | $7,656 | |
| 7 | MAS |
Masco Corp /De/
|
38 | $3,092 | |
| 8 | CSL |
Carlisle Companies Inc
|
6 | $2,176 |
All Filings in TREX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,656 | 153 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,572 | 153 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,367 | 153 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,905 | 153 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,320 | 153 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $46,480 | 800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $55,224 | 800 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $53,264 | 800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $59,296 | 800 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $79,800 | 800 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $66,232 | 800 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $49,304 | 800 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $52,448 | 800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $38,936 | 800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $33,864 | 800 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $35,152 | 800 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $47,345 | 870 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $56,837 | 870 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $117,476 | 870 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $88,679 | 870 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $88,922 | 870 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $73,232 | 800 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $66,976 | 800 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $57,280 | 800 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $52,028 | 400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $32,056 | 400 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||