Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,439
+$9,606 QoQ
Shares Held
415
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,434
of 1,615 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $156,758 across 17 Building Products & Equipment names. CARR ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
263 | $38,426 | |
| 2 | TT |
Trane Technologies plc
|
76 | $37,327 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
415 | $30,439 | |
| 4 | OC |
Owens Corning
|
122 | $19,393 | |
| 5 | TREX |
Trex Co Inc
|
183 | $9,157 | |
| 6 | NPKI |
NPK International Inc.
|
286 | $4,549 | |
| 7 | CSL |
Carlisle Companies Inc
|
10 | $3,627 | |
| 8 | AWI |
Armstrong World Industries Inc
|
20 | $3,208 |
All Filings in CARR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,439 | 415 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,833 | 370 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $23,162 | 388 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||