Position in CARR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$629,782
+$214,046 QoQ
Shares Held
8,586
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#796
of 1,621 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $6,090,315 across 8 Building Products & Equipment names. CARR ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
10,329 | $1,509,169 | |
| 2 | TT |
Trane Technologies plc
|
2,396 | $1,176,819 | |
| 3 | MAS |
Masco Corp /De/
|
12,088 | $983,600 | |
| 4 | OC |
Owens Corning
|
5,294 | $841,534 | |
| 5 | CARR |
CARRIER GLOBAL Corp
This page
|
8,586 | $629,782 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
1,668 | $408,942 | |
| 7 | CSL |
Carlisle Companies Inc
|
763 | $276,777 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
|
1,680 | $263,692 |
All Filings in CARR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,782 | 8,586 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $415,736 | 7,383 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $288,188 | 5,454 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $421,661 | 7,063 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $527,260 | 7,204 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $462,439 | 7,294 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $366,214 | 5,365 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $444,948 | 5,528 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $288,401 | 4,572 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $215,894 | 3,714 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||