Position in CARR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$20,391
+$4,794 QoQ
Shares Held
278
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,473
of 1,618 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,518,920 across 9 Building Products & Equipment names. CARR ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
|
4,032 | $632,862 | |
| 2 | SPXC |
SPX Technologies, Inc.
|
1,761 | $431,744 | |
| 3 | CSL |
Carlisle Companies Inc
|
692 | $251,023 | |
| 4 | JCI |
Johnson Controls International plc
|
569 | $83,136 | |
| 5 | TT |
Trane Technologies plc
|
90 | $44,204 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
800 | $43,920 | |
| 7 | CARR |
CARRIER GLOBAL Corp
This page
|
278 | $20,391 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
101 | $9,037 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,391 | 278 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,597 | 277 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,583 | 276 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,477 | 276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,859 | 285 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,435 | 275 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,703 | 274 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,054 | 274 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $17,220 | 273 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $15,869 | 273 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $19,130 | 333 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,449 | 298 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,792 | 197 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,012 | 197 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,568 | 135 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,156 | 145 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,135 | 144 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,605 | 144 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $7,213 | 133 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,884 | 133 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $6,463 | 133 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,615 | 133 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,979 | 132 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,031 | 132 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,933 | 132 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||