Position in TT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$647,348
+$99,335 QoQ
Shares Held
1,318
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,019
of 1,799 holders
Holding Since
Mar 2023
14 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, 2026Phillips Wealth Planners LLC holds $875,246 across 2 Building Products & Equipment names. TT ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
1,318 | $647,348 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
3,107 | $227,898 |
All Filings in TT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,348 | 1,318 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $548,013 | 1,315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $809,925 | 2,081 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $840,966 | 1,993 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $799,585 | 1,828 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $611,846 | 1,816 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $618,291 | 1,674 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $626,632 | 1,612 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $514,117 | 1,563 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $434,689 | 1,448 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $294,387 | 1,207 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $245,724 | 1,211 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $230,085 | 1,203 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $222,615 | 1,210 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||