Position in CARR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$373,058
+$126,083 QoQ
Shares Held
5,086
+16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#986
of 1,618 holders
Holding Since
Jun 2025
5 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $678,784 across 2 Building Products & Equipment names. CARR ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
5,086 | $373,058 | |
| 2 | SPXC |
SPX Technologies, Inc.
|
1,247 | $305,726 |
All Filings in CARR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,058 | 5,086 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $246,975 | 4,386 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $289,880 | 5,486 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $357,364 | 5,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $372,244 | 5,086 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||