Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,768
+$73,404 QoQ
Shares Held
3,746
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,114
of 1,618 holders
Holding Since
Mar 2026
2 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, 2026Advyzon Investment Management, LLC holds $764,945 across 2 Building Products & Equipment names. CARR ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
998 | $490,177 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
3,746 | $274,768 |
All Filings in CARR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,768 | 3,746 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $201,364 | 3,576 | Shares | Other | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||