Position in CARR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$385,967
+$90,622 QoQ
Shares Held
5,262
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#970
of 1,618 holders
Holding Since
Dec 2025
3 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, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $385,967 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
5,262 | $385,967 |
All Filings in CARR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,967 | 5,262 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $295,345 | 5,245 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $245,177 | 4,640 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||