Quantum Financial Advisors, LLC
Position in TT — Trane Technologies plc
CIK 1929139
SANTA MONICA, CA
Position in TT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$313,360
+$35,812 QoQ
Shares Held
638
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,305
of 1,802 holders
Holding Since
Dec 2023
11 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, 2026Quantum Financial Advisors, LLC holds $585,124 across 2 Building Products & Equipment names. TT ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
638 | $313,360 | |
| 2 | JCI |
Johnson Controls International plc
|
1,860 | $271,764 |
All Filings in TT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,360 | 638 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $277,548 | 666 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $248,309 | 638 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $268,788 | 637 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $278,630 | 637 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $255,385 | 758 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $302,867 | 820 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $324,200 | 834 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $274,327 | 834 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $250,366 | 834 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $205,119 | 841 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||