Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,874,605
-$976,043 QoQ
Shares Held
25,557
-43.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#496
of 1,618 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $6,239,639 across 6 Building Products & Equipment names. CARR ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
4,473 | $2,196,958 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
25,557 | $1,874,605 | |
| 3 | LPX |
Louisiana-Pacific Corp
|
11,998 | $943,762 | |
| 4 | JCI |
Johnson Controls International plc
|
3,563 | $520,589 | |
| 5 | AWI |
Armstrong World Industries Inc
|
2,801 | $449,336 | |
| 6 | LII |
Lennox International Inc
|
444 | $254,389 |
All Filings in CARR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,874,605 | 25,557 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $2,850,648 | 45,191 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,846,742 | 48,972 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||