Position in CARR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,956
+$8,296 QoQ
Shares Held
163
+150.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,502
of 1,618 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, 2026Bogart Wealth, LLC holds $123,873 across 14 Building Products & Equipment names. CARR ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
85 | $41,748 | |
| 2 | JCI |
Johnson Controls International plc
|
215 | $31,413 | |
| 3 | MAIR |
Madison Air Solutions Corp
|
600 | $23,400 | |
| 4 | CARR |
CARRIER GLOBAL Corp
This page
|
163 | $11,956 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
48 | $4,295 | |
| 6 | OC |
Owens Corning
|
19 | $3,020 | |
| 7 | SWIM |
Latham Group, Inc.
|
289 | $1,869 | |
| 8 | JELD |
JELD-WEN Holding, Inc.
|
1,092 | $1,638 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,956 | 163 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,660 | 65 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,219 | 42 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,582 | 60 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,732 | 51 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,775 | 28 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,911 | 28 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,253 | 28 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,766 | 28 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,627 | 28 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,468 | 130 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,545 | 28 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,391 | 28 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,934 | 86 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,405 | 228 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,107 | 228 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,130 | 228 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,284 | 28 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,518 | 28 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,449 | 28 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,360 | 28 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,182 | 28 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,056 | 28 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $855 | 28 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $622 | 28 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||