Westside Investment Management, Inc.
Position in CARR — CARRIER GLOBAL Corp
CIK 1538383
SANTA MONICA, CA
Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$57,872
+$10,629 QoQ
Shares Held
789
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,392
of 1,624 holders
Holding Since
Jun 2020
25 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, 2026Westside Investment Management, Inc. holds $375,769 across 11 Building Products & Equipment names. CARR ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
240 | $117,878 | |
| 2 | JCI |
Johnson Controls International plc
|
542 | $79,191 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
789 | $57,872 | |
| 4 | AAON |
Aaon, Inc.
|
280 | $35,520 | |
| 5 | OC |
Owens Corning
|
148 | $23,526 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
400 | $21,960 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
75 | $18,387 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
150 | $13,422 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,872 | 789 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $47,243 | 839 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,332 | 839 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $49,192 | 824 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,643 | 487 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,340 | 100 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,826 | 100 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,049 | 100 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $6,308 | 100 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,813 | 100 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $17,235 | 300 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $16,560 | 300 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $14,913 | 300 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $16,104 | 352 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $14,520 | 352 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,517 | 352 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,552 | 352 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $16,100 | 351 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $19,038 | 351 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $18,167 | 351 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $17,058 | 351 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $14,819 | 351 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $30,062 | 797 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $24,340 | 797 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $17,709 | 797 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||