Position in CARR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$339,977
+$98,689 QoQ
Shares Held
4,635
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,027
of 1,621 holders
Holding Since
Mar 2021
8 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, 2026Capital Advantage, Inc. holds $339,977 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
|
4,635 | $339,977 |
All Filings in CARR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,977 | 4,635 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $241,288 | 4,285 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $226,419 | 4,285 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $255,754 | 4,284 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $313,472 | 4,283 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $271,415 | 4,281 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $292,221 | 4,281 | Shares | Sole | 2025-02-14 | |
| 2021-03-31 | $211,986 | 5,021 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||