Position in CARR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,941
+$3,576 QoQ
Shares Held
81
+92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,537
of 1,618 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $55,085 across 14 Building Products & Equipment names. CARR ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
52 | $25,540 | |
| 2 | JCI |
Johnson Controls International plc
|
65 | $9,497 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
81 | $5,941 | |
| 4 | LII |
Lennox International Inc
|
6 | $3,437 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
50 | $2,745 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
10 | $2,451 | |
| 7 | CSL |
Carlisle Companies Inc
|
6 | $2,176 | |
| 8 | MAS |
Masco Corp /De/
|
21 | $1,708 |
All Filings in CARR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,941 | 81 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,365 | 42 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,690 | 32 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,940 | 66 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,537 | 62 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,389 | 85 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||