Position in CARR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$247,556
+$8,591 QoQ
Shares Held
3,375
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,169
of 1,624 holders
Holding Since
Dec 2023
5 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, 2026Embree Financial Group holds $247,556 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
|
3,375 | $247,556 |
All Filings in CARR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,556 | 3,375 | Shares | Sole | 2026-07-15 | |
| 2025-06-30 | $238,965 | 3,265 | Shares | Sole | 2025-07-16 | |
| 2024-09-30 | $239,055 | 2,970 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $203,164 | 3,495 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $200,615 | 3,492 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||