Position in CARR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,007
+$2,163 QoQ
Shares Held
41
+173.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,576
of 1,618 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $30,419 across 16 Building Products & Equipment names. CARR ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
34 | $4,967 | |
| 2 | TT |
Trane Technologies plc
|
9 | $4,420 | |
| 3 | LII |
Lennox International Inc
|
6 | $3,437 | |
| 4 | CARR |
CARRIER GLOBAL Corp
This page
|
41 | $3,007 | |
| 5 | CSL |
Carlisle Companies Inc
|
7 | $2,539 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
9 | $2,206 | |
| 7 | OC |
Owens Corning
|
10 | $1,589 | |
| 8 | MAS |
Masco Corp /De/
|
18 | $1,464 |
All Filings in CARR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,007 | 41 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $844 | 15 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $528 | 10 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $716 | 12 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,390 | 19 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $380 | 6 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||