Position in CARR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$224,744
-$34,533 QoQ
Shares Held
3,064
-29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,219
of 1,624 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $460,702 across 2 Building Products & Equipment names. CARR ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLDR |
Builders FirstSource, Inc.
|
2,637 | $235,958 | |
| 2 | CARR |
CARRIER GLOBAL Corp
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|
3,064 | $224,744 |
All Filings in CARR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,744 | 3,064 | Shares | Sole | 2026-07-13 | |
| 2025-09-30 | $259,277 | 4,343 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $317,864 | 4,343 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $275,346 | 4,343 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $296,453 | 4,343 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $349,568 | 4,343 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $273,956 | 4,343 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $252,400 | 4,342 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $217,850 | 3,792 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $209,318 | 3,792 | Shares | Sole | 2023-10-23 | |
| 2022-03-31 | $211,827 | 4,618 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $251,565 | 4,638 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $240,062 | 4,638 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $224,386 | 4,617 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $208,102 | 4,929 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||