Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,632,477
+$1,429,783 QoQ
Shares Held
22,256
+480.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#529
of 1,624 holders
Holding Since
Mar 2023
10 quarters on record
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $3,800,031 across 7 Building Products & Equipment names. CARR ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
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|
22,256 | $1,632,477 | |
| 2 | LII |
Lennox International Inc
|
1,777 | $1,018,132 | |
| 3 | TT |
Trane Technologies plc
|
1,788 | $878,194 | |
| 4 | JCI |
Johnson Controls International plc
|
1,741 | $254,377 | |
| 5 | TREX |
Trex Co Inc
|
206 | $10,308 | |
| 6 | MAIR |
Madison Air Solutions Corp
|
150 | $5,850 | |
| 7 | LMB |
Limbach Holdings, Inc.
|
9 | $693 |
All Filings in CARR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,632,477 | 22,256 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $202,694 | 3,836 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $91,997 | 1,541 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,290,852 | 17,637 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $962,665 | 15,184 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $259,524 | 3,802 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $682,796 | 8,483 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $214,345 | 3,398 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $204,733 | 3,522 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $99,826 | 2,182 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||