BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CARR — CARRIER GLOBAL Corp
CIK 1654599
MORRISTOWN, NJ
Position in CARR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$61,980
+$321 QoQ
Shares Held
845
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,380
of 1,618 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $418,042 across 6 Building Products & Equipment names. CARR ranks #4 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
1,174 | $171,533 | |
| 2 | CSL |
Carlisle Companies Inc
|
250 | $90,687 | |
| 3 | TT |
Trane Technologies plc
|
150 | $73,674 | |
| 4 | CARR |
CARRIER GLOBAL Corp
This page
|
845 | $61,980 | |
| 5 | LII |
Lennox International Inc
|
21 | $12,031 | |
| 6 | MAS |
Masco Corp /De/
|
100 | $8,137 |
All Filings in CARR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,980 | 845 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $61,659 | 1,095 | Shares | Sole | 2026-04-14 | |
| 2021-12-31 | $221,895 | 4,091 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $313,251 | 6,052 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $294,127 | 6,052 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $255,515 | 6,052 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $259,060 | 6,868 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $257,360 | 8,427 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $226,755 | 10,205 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||