Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$373,498
-$1,751 QoQ
Shares Held
5,092
-23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#984
of 1,618 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Athena Investment Management holds $643,636 across 2 Building Products & Equipment names. CARR ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
5,092 | $373,498 | |
| 2 | TT |
Trane Technologies plc
|
550 | $270,138 |
All Filings in CARR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,498 | 5,092 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $375,249 | 6,664 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $352,125 | 6,664 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $397,840 | 6,664 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $487,738 | 6,664 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $422,497 | 6,664 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $458,297 | 6,714 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $540,409 | 6,714 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $423,519 | 6,714 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $390,517 | 6,718 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $385,949 | 6,718 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $370,833 | 6,718 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $333,951 | 6,718 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $307,348 | 6,718 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $277,117 | 6,718 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $236,118 | 6,640 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $239,563 | 6,718 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $308,154 | 6,718 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||