Position in TREX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,501
New position
Shares Held
30
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#427
of 465 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Planning Strategies Inc. holds $36,970 across 10 Building Products & Equipment names. TREX ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
103 | $15,049 | |
| 2 | TT |
Trane Technologies plc
|
18 | $8,840 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
100 | $7,335 | |
| 4 | OC |
Owens Corning
|
13 | $2,066 | |
| 5 | TREX |
Trex Co Inc
This page
|
30 | $1,501 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
14 | $768 | |
| 7 | WMS |
Advanced Drainage Systems, Inc.
|
4 | $627 | |
| 8 | CSL |
Carlisle Companies Inc
|
1 | $362 |
All Filings in TREX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,501 | 30 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||