Position in CARR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$708,266
+$148,208 QoQ
Shares Held
9,656
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#760
of 1,618 holders
Holding Since
Jun 2020
25 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, 2026Independent Advisor Alliance holds $9,227,990 across 7 Building Products & Equipment names. CARR ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
7,957 | $3,908,160 | |
| 2 | JCI |
Johnson Controls International plc
|
17,573 | $2,567,590 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
6,478 | $1,016,786 | |
| 4 | CARR |
CARRIER GLOBAL Corp
This page
|
9,656 | $708,266 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
8,161 | $448,038 | |
| 6 | MAS |
Masco Corp /De/
|
4,406 | $358,515 | |
| 7 | OC |
Owens Corning
|
1,388 | $220,635 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,266 | 9,656 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $560,058 | 9,946 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $491,463 | 9,301 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $625,774 | 10,482 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $816,872 | 11,161 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $728,022 | 11,483 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $745,330 | 10,919 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $498,151 | 6,189 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $474,298 | 7,519 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $339,304 | 5,837 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $341,195 | 5,939 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $327,888 | 5,940 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $530,853 | 10,679 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $474,885 | 10,380 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $543,716 | 13,181 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $330,565 | 9,296 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $347,506 | 9,745 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $505,808 | 11,027 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $544,135 | 10,032 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $515,529 | 9,960 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $448,480 | 9,228 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $397,121 | 9,406 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,614,265 | 42,796 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,343,027 | 43,976 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,121,443 | 50,470 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||