Position in TT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,713,178
+$1,581,924 QoQ
Shares Held
17,740
+3.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#364
of 1,802 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026STRATEGIC PLANNING GROUP, LLC holds $8,985,527 across 2 Building Products & Equipment names. TT ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
17,740 | $8,713,178 | |
| 2 | JCI |
Johnson Controls International plc
|
1,864 | $272,349 |
All Filings in TT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,713,178 | 17,740 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,131,254 | 17,112 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,542,452 | 16,810 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,317,585 | 14,972 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||