Position in CARR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$366
-$16,887 QoQ
Shares Held
5
-98.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,619
of 1,624 holders
Holding Since
Jun 2025
3 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, 2026Strategic Wealth Partners, Ltd. holds $1,688,593 across 9 Building Products & Equipment names. CARR ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
|
12,430 | $1,576,869 | |
| 2 | JCI |
Johnson Controls International plc
|
301 | $43,979 | |
| 3 | LPX |
Louisiana-Pacific Corp
|
283 | $22,260 | |
| 4 | TREX |
Trex Co Inc
|
328 | $16,413 | |
| 5 | TT |
Trane Technologies plc
|
28 | $13,752 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
97 | $8,679 | |
| 7 | MAS |
Masco Corp /De/
|
47 | $3,824 | |
| 8 | SPXC |
SPX Technologies, Inc.
|
10 | $2,451 |
All Filings in CARR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366 | 5 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $17,253 | 289 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,664 | 296 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||