Position in CARR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$555,723
+$36,148 QoQ
Shares Held
9,869
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Rialto Wealth Management, LLC holds $1,249,866 across 16 Building Products & Equipment names. CARR ranks #2 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBI |
Janus International Group, Inc.
|
129,557 | $667,218 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
9,869 | $555,723 | |
| 3 | TT |
Trane Technologies plc
|
21 | $8,751 | |
| 4 | JCI |
Johnson Controls International plc
|
36 | $4,714 | |
| 5 | CSL |
Carlisle Companies Inc
|
9 | $3,002 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
23 | $1,893 | |
| 7 | LII |
Lennox International Inc
|
4 | $1,856 | |
| 8 | OC |
Owens Corning
|
14 | $1,515 |
All Filings in CARR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,723 | 9,869 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $519,575 | 9,833 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $581,657 | 9,743 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $714,553 | 9,763 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $623,031 | 9,827 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $653,248 | 9,570 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||