Position in CARR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$921,276
+$321,350 QoQ
Shares Held
12,560
+17.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#682
of 1,624 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,485,311 across 10 Building Products & Equipment names. CARR ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
12,560 | $921,276 | |
| 2 | TT |
Trane Technologies plc
|
534 | $262,279 | |
| 3 | JCI |
Johnson Controls International plc
|
1,261 | $184,244 | |
| 4 | CSL |
Carlisle Companies Inc
|
163 | $59,128 | |
| 5 | MAS |
Masco Corp /De/
|
310 | $25,224 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
400 | $21,960 | |
| 7 | OC |
Owens Corning
|
55 | $8,742 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
13 | $1,163 |
All Filings in CARR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,276 | 12,560 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $599,926 | 10,654 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $562,640 | 10,648 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||