Position in CARR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$303,962
+$29,001 QoQ
Shares Held
4,144
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,074
of 1,618 holders
Holding Since
Dec 2024
7 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, 2026PKS Advisory Services, LLC holds $303,962 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
|
4,144 | $303,962 |
All Filings in CARR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,962 | 4,144 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $274,961 | 4,883 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $265,415 | 5,023 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $304,887 | 5,107 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $373,122 | 5,098 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $312,245 | 4,925 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $334,132 | 4,895 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||