ACTION POINT FINANCIAL PLANNING, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 2116119
GRAND RAPIDS, MI
Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,611
New position
Shares Held
731
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,400
of 1,624 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $277,032 across 17 Building Products & Equipment names. CARR ranks #1 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
731 | $53,611 | |
| 2 | JCI |
Johnson Controls International plc
|
364 | $53,179 | |
| 3 | TT |
Trane Technologies plc
|
102 | $50,089 | |
| 4 | OC |
Owens Corning
|
222 | $35,282 | |
| 5 | CSL |
Carlisle Companies Inc
|
58 | $21,034 | |
| 6 | MAS |
Masco Corp /De/
|
145 | $11,796 | |
| 7 | LII |
Lennox International Inc
|
16 | $9,163 | |
| 8 | SPXC |
SPX Technologies, Inc.
|
34 | $8,333 |
All Filings in CARR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,611 | 731 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||