Position in CARR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$151,467
+$33,780 QoQ
Shares Held
2,065
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,296
of 1,621 holders
Holding Since
Jun 2020
18 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, 2026HHM Wealth Advisors, LLC holds $424,535 across 8 Building Products & Equipment names. CARR ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
2,065 | $151,467 | |
| 2 | JCI |
Johnson Controls International plc
|
819 | $119,664 | |
| 3 | TT |
Trane Technologies plc
|
182 | $89,391 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
107 | $26,233 | |
| 5 | LPX |
Louisiana-Pacific Corp
|
316 | $24,856 | |
| 6 | TREX |
Trex Co Inc
|
153 | $7,656 | |
| 7 | MAS |
Masco Corp /De/
|
38 | $3,092 | |
| 8 | CSL |
Carlisle Companies Inc
|
6 | $2,176 |
All Filings in CARR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,467 | 2,065 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $117,687 | 2,090 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $118,361 | 2,240 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $133,728 | 2,240 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $163,945 | 2,240 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $142,016 | 2,240 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $155,564 | 2,279 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $180,297 | 2,240 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $141,299 | 2,240 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $20,647 | 579 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $31,145 | 679 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $78,864 | 1,454 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $29,969 | 579 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $16,329 | 336 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $14,185 | 336 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $12,673 | 336 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $30,295 | 992 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,754 | 664 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||