Position in CARR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,037,149
+$579,002 QoQ
Shares Held
27,773
+7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#488
of 1,618 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $12,131,083 across 8 Building Products & Equipment names. CARR ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
35,733 | $5,220,948 | |
| 2 | TT |
Trane Technologies plc
|
4,691 | $2,304,031 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
27,773 | $2,037,149 | |
| 4 | LII |
Lennox International Inc
|
1,438 | $823,902 | |
| 5 | SPXC |
SPX Technologies, Inc.
|
2,689 | $659,262 | |
| 6 | AWI |
Armstrong World Industries Inc
|
2,872 | $460,726 | |
| 7 | GFF |
Griffon Corp
|
4,282 | $417,623 | |
| 8 | OC |
Owens Corning
|
1,305 | $207,442 |
All Filings in CARR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,037,149 | 27,773 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,458,147 | 25,895 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $975,584 | 18,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $269,664 | 4,517 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,147 | 84 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||