Cooper Financial Group

Position in TT — Trane Technologies plc

CIK 1751581 IRVINE, CA

Position in TT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$305,501

+$44,622 QoQ

Shares Held

622

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,319

of 1,799 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cooper Financial Group holds $917,261 across 3 Building Products & Equipment names. TT ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp	4,454	$326,700
2	TT	Trane Technologies plc This page	622	$305,501
3	JCI	Johnson Controls International plc	1,951	$285,060

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,501	622	-0.6%	Shares	Sole	2026-07-08
2026-03-31	$260,879	626	-6.1%	Shares	Sole	2026-04-07
2025-12-31	$259,596	667	+1.8%	Shares	Sole	2026-01-08
2025-09-30	$276,383	655	-62.9%	Shares	Sole	2025-10-07
2021-09-30	$304,727	1,765	+8.9%	Shares	Sole	2021-10-06
2021-06-30	$298,490	1,621	+6.1%	Shares	Sole	2021-07-12
2021-03-31	$252,975	1,528	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.