Fortune Financial Advisors, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1961828
Overland Park, KS
Position in CARR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$550,345
+$138,832 QoQ
Shares Held
7,503
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#827
of 1,618 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026Fortune Financial Advisors, LLC holds $550,345 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
7,503 | $550,345 |
All Filings in CARR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,345 | 7,503 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $411,513 | 7,308 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $385,837 | 7,302 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $443,869 | 7,435 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $553,755 | 7,566 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $428,393 | 6,757 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $460,618 | 6,748 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $542,583 | 6,741 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $424,717 | 6,733 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $387,145 | 6,660 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $384,570 | 6,694 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $373,041 | 6,758 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $350,803 | 7,057 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||