Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$143,619
+$42,825 QoQ
Shares Held
1,958
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,302
of 1,618 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $789,490 across 6 Building Products & Equipment names. CARR ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREX |
Trex Co Inc
|
5,692 | $284,827 | |
| 2 | JCI |
Johnson Controls International plc
|
1,868 | $272,933 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
1,958 | $143,619 | |
| 4 | MAS |
Masco Corp /De/
|
746 | $60,702 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
268 | $14,713 | |
| 6 | CSL |
Carlisle Companies Inc
|
35 | $12,696 |
All Filings in CARR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,619 | 1,958 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $100,794 | 1,790 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $94,583 | 1,790 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $106,863 | 1,790 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $131,010 | 1,790 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $113,486 | 1,790 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $122,185 | 1,790 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $144,077 | 1,790 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $122,690 | 1,945 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $113,062 | 1,945 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $112,142 | 1,952 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $140,484 | 2,545 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $126,511 | 2,545 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $116,571 | 2,548 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $105,105 | 2,548 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $90,606 | 2,548 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $90,861 | 2,548 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $116,876 | 2,548 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $105,062 | 1,937 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $100,259 | 1,937 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $95,110 | 1,957 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||