Position in CARR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$188,949
+$42,149 QoQ
Shares Held
2,576
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,274
of 1,618 holders
Holding Since
Dec 2020
23 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, 2026Key Financial Inc holds $472,387 across 7 Building Products & Equipment names. CARR ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
2,576 | $188,949 | |
| 2 | OC |
Owens Corning
|
908 | $144,335 | |
| 3 | JCI |
Johnson Controls International plc
|
372 | $54,352 | |
| 4 | TT |
Trane Technologies plc
|
109 | $53,536 | |
| 5 | AAON |
Aaon, Inc.
|
97 | $12,305 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
110 | $9,842 | |
| 7 | CSL |
Carlisle Companies Inc
|
25 | $9,068 |
All Filings in CARR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,949 | 2,576 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $146,800 | 2,607 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $136,115 | 2,576 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $153,787 | 2,576 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $168,776 | 2,306 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $152,857 | 2,411 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $164,574 | 2,411 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $194,061 | 2,411 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $151,455 | 2,401 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $69,290 | 1,192 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $68,480 | 1,192 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $67,675 | 1,226 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $60,944 | 1,226 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $56,089 | 1,226 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $50,572 | 1,226 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $43,596 | 1,226 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $43,719 | 1,226 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $56,236 | 1,226 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $71,379 | 1,316 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $68,116 | 1,316 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $59,097 | 1,216 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $47,539 | 1,126 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $39,568 | 1,049 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||