Prime Capital Investment Advisors, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1731446
OVERLAND PARK, KS
Position in CARR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,063,134
+$272,317 QoQ
Shares Held
14,494
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#643
of 1,621 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Derivatives in CARR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$108
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $6,187,673 across 6 Building Products & Equipment names. CARR ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
16,305 | $2,382,323 | |
| 2 | TT |
Trane Technologies plc
|
2,957 | $1,452,360 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
14,494 | $1,063,134 | |
| 4 | WMS |
Advanced Drainage Systems, Inc.
|
4,723 | $741,322 | |
| 5 | AAON |
Aaon, Inc.
|
2,401 | $304,590 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
995 | $243,944 |
All Filings in CARR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,134 | 14,494 | Shares | Sole | 2026-08-05 | |
| 2026-06-30 | $108 | 300 | Put | Sole | 2026-08-05 | |
| 2026-03-31 | $790,817 | 14,044 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $723,802 | 13,698 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $844,755 | 14,150 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,047,275 | 14,309 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $971,731 | 15,327 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $950,247 | 13,921 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,100,217 | 13,669 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $911,379 | 14,448 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $822,539 | 14,150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $810,791 | 14,113 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $304,152 | 5,510 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $297,017 | 5,975 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $226,965 | 4,961 | Shares | Sole | 2023-05-05 | |
| 2020-12-31 | $40,134 | 1,064 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $32,494 | 1,064 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $24,086 | 1,084 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||