Position in CARR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$93,227
+$22,953 QoQ
Shares Held
1,271
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,335
of 1,618 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, 2026JFS WEALTH ADVISORS, LLC holds $339,614 across 18 Building Products & Equipment names. CARR ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
1,271 | $93,227 | |
| 2 | TT |
Trane Technologies plc
|
158 | $77,603 | |
| 3 | JCI |
Johnson Controls International plc
|
359 | $52,453 | |
| 4 | LII |
Lennox International Inc
|
40 | $22,918 | |
| 5 | CSL |
Carlisle Companies Inc
|
36 | $13,059 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
52 | $12,748 | |
| 7 | MAS |
Masco Corp /De/
|
146 | $11,880 | |
| 8 | OC |
Owens Corning
|
61 | $9,696 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,227 | 1,271 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $70,274 | 1,248 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $83,804 | 1,586 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $83,281 | 1,395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $118,348 | 1,617 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $121,791 | 1,921 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $145,393 | 2,130 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $171,443 | 2,130 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $166,720 | 2,643 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $169,565 | 2,917 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $167,409 | 2,914 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $125,966 | 2,282 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $86,743 | 1,745 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $81,892 | 1,790 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $73,425 | 1,780 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $30,261 | 851 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $58,482 | 1,640 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $82,978 | 1,809 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $94,269 | 1,738 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $85,093 | 1,644 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $80,384 | 1,654 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $54,337 | 1,287 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $50,469 | 1,338 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $52,742 | 1,727 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $40,151 | 1,807 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||