Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$630,516
+$147,208 QoQ
Shares Held
8,596
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#795
of 1,624 holders
Holding Since
Dec 2024
7 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, 2026RFG - Bristol Wealth Advisors, LLC holds $4,618,588 across 3 Building Products & Equipment names. CARR ranks #2 (13.7% of the industry book) .
All Filings in CARR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,516 | 8,596 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $483,308 | 8,583 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $452,785 | 8,569 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $510,673 | 8,554 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $625,188 | 8,542 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $564,196 | 8,899 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $606,626 | 8,887 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||