Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$772,375
+$52,570 QoQ
Shares Held
10,530
-17.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#733
of 1,618 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,533,627 across 7 Building Products & Equipment names. CARR ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
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|
10,530 | $772,375 | |
| 2 | BLDR |
Builders FirstSource, Inc.
|
3,419 | $305,932 | |
| 3 | JCI |
Johnson Controls International plc
|
1,690 | $246,925 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
325 | $79,680 | |
| 5 | TT |
Trane Technologies plc
|
149 | $73,182 | |
| 6 | MAS |
Masco Corp /De/
|
642 | $52,239 | |
| 7 | FBIN |
Fortune Brands Innovations, Inc.
|
60 | $3,294 |
All Filings in CARR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,375 | 10,530 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $719,805 | 12,783 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $678,301 | 12,837 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $766,244 | 12,835 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $957,978 | 13,089 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $858,877 | 13,547 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $958,843 | 14,047 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||