Position in CARR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$787,999
-$260,436 QoQ
Shares Held
10,743
-42.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#731
of 1,618 holders
Holding Since
Jun 2025
5 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, 2026Family Legacy Financial Solutions, LLC holds $930,809 across 2 Building Products & Equipment names. CARR ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
10,743 | $787,999 | |
| 2 | BLDR |
Builders FirstSource, Inc.
|
1,596 | $142,810 |
All Filings in CARR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,999 | 10,743 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,048,435 | 18,619 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,002,004 | 18,963 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,149,165 | 19,249 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,304,611 | 17,825 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||