Position in TT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,053,050
-$388,805 QoQ
Shares Held
6,216
-24.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#564
of 1,802 holders
Holding Since
Dec 2023
8 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, 2026Invera Wealth Advisors, LLC holds $4,963,876 across 2 Building Products & Equipment names. TT ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
6,216 | $3,053,050 | |
| 2 | JCI |
Johnson Controls International plc
|
13,078 | $1,910,826 |
All Filings in TT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,053,050 | 6,216 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,441,855 | 8,259 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,235,808 | 8,314 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,713,248 | 8,800 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,969,058 | 9,074 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $3,132,008 | 9,296 | Shares | Sole | 2025-10-29 | |
| 2024-03-31 | $4,693,326 | 15,634 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,097,276 | 16,799 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||