Position in CARR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$324,427
+$117,319 QoQ
Shares Held
4,423
+20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,043
of 1,618 holders
Holding Since
Sep 2023
10 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, 2026PDS Planning, Inc holds $1,418,377 across 3 Building Products & Equipment names. CARR ranks #3 (22.9% of the industry book) .
All Filings in CARR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,427 | 4,423 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $207,108 | 3,678 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $254,799 | 4,268 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $318,596 | 4,353 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $236,482 | 3,730 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $215,633 | 3,159 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $252,899 | 3,142 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $229,846 | 3,954 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $209,979 | 3,655 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $204,902 | 3,712 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||