Position in CARR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$201,859
-$4,317 QoQ
Shares Held
2,752
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,265
of 1,618 holders
Holding Since
Jun 2025
2 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, 2026PFG Advisors holds $8,436,243 across 6 Building Products & Equipment names. CARR ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
7,050 | $3,462,678 | |
| 2 | CSL |
Carlisle Companies Inc
|
7,945 | $2,882,048 | |
| 3 | LMB |
Limbach Holdings, Inc.
|
12,555 | $966,735 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
2,501 | $613,170 | |
| 5 | JCI |
Johnson Controls International plc
|
2,120 | $309,753 | |
| 6 | CARR |
CARRIER GLOBAL Corp
This page
|
2,752 | $201,859 |
All Filings in CARR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,859 | 2,752 | Shares | Sole | 2026-07-16 | |
| 2025-06-30 | $206,176 | 2,817 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||