Atlantic Edge Private Wealth Management, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 2011145
JACKSONVILLE, FL
Position in CARR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$159,242
+$19,425 QoQ
Shares Held
2,171
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,286
of 1,618 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, 2026Atlantic Edge Private Wealth Management, LLC holds $286,507 across 6 Building Products & Equipment names. CARR ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
2,171 | $159,242 | |
| 2 | CSL |
Carlisle Companies Inc
|
290 | $105,197 | |
| 3 | LPX |
Louisiana-Pacific Corp
|
142 | $11,169 | |
| 4 | JCI |
Johnson Controls International plc
|
50 | $7,305 | |
| 5 | MAS |
Masco Corp /De/
|
25 | $2,034 | |
| 6 | MAIR |
Madison Air Solutions Corp
|
40 | $1,560 |
All Filings in CARR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,242 | 2,171 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $139,817 | 2,483 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $147,053 | 2,783 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $175,100 | 2,933 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $214,666 | 2,933 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $195,462 | 3,083 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $210,445 | 3,083 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $248,150 | 3,083 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $194,475 | 3,083 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $179,214 | 3,083 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $177,118 | 3,083 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||