Position in CARR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$479,268
+$114,830 QoQ
Shares Held
6,534
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#869
of 1,618 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Spire Wealth Management holds $5,505,371 across 12 Building Products & Equipment names. CARR ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
9,340 | $4,587,434 | |
| 2 | CARR |
CARRIER GLOBAL Corp
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|
6,534 | $479,268 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
823 | $129,178 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
485 | $118,907 | |
| 5 | JCI |
Johnson Controls International plc
|
778 | $113,673 | |
| 6 | ARLO |
Arlo Technologies, Inc.
|
2,726 | $36,746 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
240 | $21,475 | |
| 8 | CSL |
Carlisle Companies Inc
|
26 | $9,431 |
All Filings in CARR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,268 | 6,534 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $364,438 | 6,472 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $309,325 | 5,854 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $327,096 | 5,479 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $525,943 | 7,186 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $449,252 | 7,086 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $490,379 | 7,184 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $553,127 | 6,872 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $441,623 | 7,001 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $366,102 | 6,298 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $355,558 | 6,189 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $348,698 | 6,317 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $312,874 | 6,294 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $385,764 | 8,432 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $363,412 | 8,810 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $301,868 | 8,489 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $278,968 | 7,823 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $540,761 | 11,789 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $622,458 | 11,476 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $830,230 | 16,040 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $718,210 | 14,778 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $352,748 | 8,355 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||