Position in CARR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,682
+$2,250 QoQ
Shares Held
132
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,517
of 1,621 holders
Holding Since
Sep 2025
4 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, 2026Kozak & Associates, Inc. holds $13,261 across 2 Building Products & Equipment names. CARR ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
132 | $9,682 | |
| 2 | BLDR |
Builders FirstSource, Inc.
|
40 | $3,579 |
All Filings in CARR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,682 | 132 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $7,432 | 132 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,974 | 132 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,880 | 132 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||