Position in CARR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,688,957
+$340,671 QoQ
Shares Held
23,026
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#521
of 1,618 holders
Holding Since
Jun 2021
21 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, 2026Souders Financial Advisors holds $1,688,957 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
23,026 | $1,688,957 |
All Filings in CARR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,957 | 23,026 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,348,286 | 23,944 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,312,228 | 24,834 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,667,301 | 27,928 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,164,740 | 29,577 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,204,861 | 34,777 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,977,168 | 58,265 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,279,185 | 78,012 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,083,617 | 80,590 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $4,596,280 | 79,069 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,412,849 | 76,812 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,191,336 | 75,930 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,188,266 | 84,254 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,052,397 | 88,577 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,616,181 | 87,665 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,411,892 | 67,826 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,249,575 | 63,084 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,716,650 | 59,225 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,076,167 | 56,714 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,947,680 | 56,949 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,730,882 | 56,191 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||