New England Capital Financial Advisors LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1964652
MERIDEN, CT
Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$337,923
+$79,179 QoQ
Shares Held
4,607
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,029
of 1,618 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $1,148,841 across 4 Building Products & Equipment names. CARR ranks #2 (29.4% of the industry book) .
All Filings in CARR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,923 | 4,607 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $258,744 | 4,595 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $251,729 | 4,764 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $283,634 | 4,751 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $364,193 | 4,976 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $314,844 | 4,966 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $358,160 | 5,247 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $421,687 | 5,239 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $329,845 | 5,229 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $303,438 | 5,220 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $299,199 | 5,208 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $286,819 | 5,196 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $268,384 | 5,399 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $250,344 | 5,472 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $225,142 | 5,458 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||