Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$355,307
New position
Shares Held
4,844
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,007
of 1,618 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, 2026Larry Mathis Financial Planning, LLC holds $355,307 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
|
4,844 | $355,307 |
All Filings in CARR
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,307 | 4,844 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||