Position in CARR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$274,680
+$18,459 QoQ
Shares Held
4,878
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026GM Advisory Group, LLC holds $552,686 across 2 Building Products & Equipment names. CARR ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
2,123 | $278,006 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
4,878 | $274,680 |
All Filings in CARR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,680 | 4,878 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $256,221 | 4,849 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $284,709 | 4,769 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $348,750 | 4,765 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||