Position in CARR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,122
+$7,251 QoQ
Shares Held
138
+170.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,513
of 1,621 holders
Holding Since
Dec 2024
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, 2026Spurstone Advisory Services, LLC holds $10,122 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
|
138 | $10,122 |
All Filings in CARR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,122 | 138 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,871 | 51 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,694 | 51 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,044 | 51 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $136,520 | 2,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||