Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,511
+$5,321 QoQ
Shares Held
266
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,484
of 1,624 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $99,191 across 14 Building Products & Equipment names. CARR ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
71 | $34,872 | |
| 2 | JCI |
Johnson Controls International plc
|
232 | $33,897 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
266 | $19,511 | |
| 4 | MAS |
Masco Corp /De/
|
32 | $2,603 | |
| 5 | OC |
Owens Corning
|
15 | $2,384 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
12 | $1,883 | |
| 7 | LII |
Lennox International Inc
|
2 | $1,145 | |
| 8 | CSL |
Carlisle Companies Inc
|
3 | $1,088 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,511 | 266 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,190 | 252 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $13,104 | 248 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $12,537 | 210 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $14,198 | 194 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $17,181 | 271 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $18,498 | 271 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $16,178 | 201 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $12,679 | 201 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $11,684 | 201 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $11,547 | 201 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $11,095 | 201 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $9,991 | 201 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $114,420 | 2,501 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $103,166 | 2,501 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $85,592 | 2,407 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $85,833 | 2,407 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $110,409 | 2,407 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $130,555 | 2,407 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $125,052 | 2,416 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $116,980 | 2,407 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $101,623 | 2,407 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $89,509 | 2,373 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $73,143 | 2,395 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $52,728 | 2,373 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||