Position in CARR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$351,346
+$86,633 QoQ
Shares Held
4,790
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,012
of 1,621 holders
Holding Since
Sep 2023
12 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, 2026Holistic Financial Partners holds $351,346 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
4,790 | $351,346 |
All Filings in CARR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,346 | 4,790 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $264,713 | 4,701 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $236,353 | 4,473 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $352,886 | 5,911 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $370,414 | 5,061 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $322,452 | 5,086 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $343,416 | 5,031 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $405,830 | 5,042 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $316,724 | 5,021 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $291,115 | 5,008 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $286,330 | 4,984 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $273,350 | 4,952 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||