Position in CARR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$426,717
+$27,775 QoQ
Shares Held
7,578
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Strategic Planning, Inc. holds $898,922 across 2 Building Products & Equipment names. CARR ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
3,606 | $472,205 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
7,578 | $426,717 |
All Filings in CARR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,717 | 7,578 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $398,942 | 7,550 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $455,928 | 7,637 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $557,049 | 7,611 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $484,819 | 7,647 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||