Position in CARR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$32,420
+$8,151 QoQ
Shares Held
442
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,443
of 1,630 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $243,302 across 14 Building Products & Equipment names. CARR ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
181 | $88,899 | |
| 2 | JCI |
Johnson Controls International plc
|
408 | $59,612 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
442 | $32,420 | |
| 4 | AAON |
Aaon, Inc.
|
226 | $28,670 | |
| 5 | MAS |
Masco Corp /De/
|
162 | $13,181 | |
| 6 | OC |
Owens Corning
|
35 | $5,563 | |
| 7 | LII |
Lennox International Inc
|
9 | $5,156 | |
| 8 | CSL |
Carlisle Companies Inc
|
13 | $4,715 |
All Filings in CARR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,420 | 442 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $24,269 | 431 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,974 | 132 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $36,715 | 615 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $46,548 | 636 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $53,573 | 845 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $56,997 | 835 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $65,035 | 808 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $50,274 | 797 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,806 | 788 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $44,121 | 768 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $42,393 | 768 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $38,177 | 768 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $31,680 | 768 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||