Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$580,125
-$73,465 QoQ
Shares Held
7,909
-31.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#819
of 1,624 holders
Holding Since
Dec 2023
11 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $10,067,283 across 6 Building Products & Equipment names. CARR ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
10,023 | $4,922,896 | |
| 2 | JCI |
Johnson Controls International plc
|
18,338 | $2,679,365 | |
| 3 | MAS |
Masco Corp /De/
|
11,124 | $905,159 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
2,833 | $694,566 | |
| 5 | CARR |
CARRIER GLOBAL Corp
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|
7,909 | $580,125 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
3,187 | $285,172 |
All Filings in CARR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,125 | 7,909 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $653,590 | 11,607 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $631,015 | 11,942 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $666,132 | 11,158 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $782,181 | 10,687 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $737,722 | 11,636 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $720,211 | 10,551 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $928,854 | 11,540 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $524,447 | 8,314 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $303,089 | 5,214 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $275,070 | 4,788 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||