Position in CARR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$73,423
+$16,269 QoQ
Shares Held
1,001
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,363
of 1,621 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, 2026Bruce G. Allen Investments, LLC holds $221,247 across 11 Building Products & Equipment names. CARR ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
1,001 | $73,423 | |
| 2 | MAS |
Masco Corp /De/
|
639 | $51,995 | |
| 3 | JCI |
Johnson Controls International plc
|
320 | $46,755 | |
| 4 | TT |
Trane Technologies plc
|
77 | $37,819 | |
| 5 | OC |
Owens Corning
|
40 | $6,358 | |
| 6 | AWI |
Armstrong World Industries Inc
|
12 | $1,925 | |
| 7 | FBIN |
Fortune Brands Innovations, Inc.
|
13 | $713 | |
| 8 | ROCK |
Gibraltar Industries, Inc.
|
15 | $676 |
All Filings in CARR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,423 | 1,001 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $57,154 | 1,015 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $45,759 | 866 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,312 | 424 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $32,057 | 438 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $23,521 | 371 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $25,324 | 371 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $29,861 | 371 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $37,027 | 587 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $34,645 | 596 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $34,240 | 596 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||