Position in CARR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$51,565
+$10,700 QoQ
Shares Held
703
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,405
of 1,624 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $157,271 across 6 Building Products & Equipment names. CARR ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
151 | $74,165 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
703 | $51,565 | |
| 3 | FBIN |
Fortune Brands Innovations, Inc.
|
264 | $14,493 | |
| 4 | LPX |
Louisiana-Pacific Corp
|
133 | $10,461 | |
| 5 | JCI |
Johnson Controls International plc
|
31 | $4,529 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
23 | $2,058 |
All Filings in CARR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,565 | 703 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $40,865 | 703 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||