Position in CARR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$86,846
+$20,175 QoQ
Shares Held
1,184
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,345
of 1,618 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Derivatives in CARR
reported options exposure · as of Dec 31, 2022CallValue
$94,091
CallShares
2,281
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Paladin Advisory Group, LLC holds $487,141 across 2 Building Products & Equipment names. CARR ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
815 | $400,295 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
1,184 | $86,846 |
All Filings in CARR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,846 | 1,184 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $66,671 | 1,184 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $62,562 | 1,184 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $70,684 | 1,184 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $86,656 | 1,184 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $75,065 | 1,184 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $80,819 | 1,184 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $95,300 | 1,184 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $74,686 | 1,184 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $68,825 | 1,184 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $74,225 | 1,292 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $126,628 | 2,294 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $113,835 | 2,290 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $104,584 | 2,286 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $94,091 | 2,281 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $81,005 | 2,278 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $77,988 | 2,187 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $100,134 | 2,183 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $118,243 | 2,180 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||