Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$267,947
+$53,294 QoQ
Shares Held
3,653
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,129
of 1,624 holders
Holding Since
Jun 2020
23 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, 2026Clearstead Trust, LLC holds $1,477,538 across 7 Building Products & Equipment names. CARR ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
2,371 | $1,164,540 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
3,653 | $267,947 | |
| 3 | MAS |
Masco Corp /De/
|
201 | $16,355 | |
| 4 | CSL |
Carlisle Companies Inc
|
36 | $13,059 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
102 | $9,126 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
70 | $3,843 | |
| 7 | WMS |
Advanced Drainage Systems, Inc.
|
17 | $2,668 |
All Filings in CARR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,947 | 3,653 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $214,653 | 3,812 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $264,517 | 5,006 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $308,529 | 5,168 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $438,700 | 5,994 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $332,596 | 5,246 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $343,825 | 5,037 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $405,106 | 5,033 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $346,876 | 5,499 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $307,740 | 5,294 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $269,785 | 4,696 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $258,998 | 4,692 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $215,592 | 4,337 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $202,809 | 4,433 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $182,655 | 4,428 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $160,660 | 4,518 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $88,615 | 2,485 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $113,986 | 2,485 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $154,258 | 2,844 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $147,205 | 2,844 | Shares | Sole | 2021-11-02 | |
| 2020-12-31 | $2,829 | 75 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,290 | 75 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $11,110 | 500 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||