Position in CARR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$208,827
+$4,335 QoQ
Shares Held
2,847
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,255
of 1,624 holders
Holding Since
Sep 2024
4 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, 2026Morton Capital Management LLC/CA holds $208,827 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
|
2,847 | $208,827 |
All Filings in CARR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,827 | 2,847 | Shares | Sole | 2026-07-23 | |
| 2025-06-30 | $204,492 | 2,794 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $204,302 | 2,993 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $240,826 | 2,992 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||