EXCALIBUR MANAGEMENT CORP

Position in CARR — CARRIER GLOBAL Corp

CIK 1009003 WALTHAM, MA

Position in CARR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$708,717

+$41,031 QoQ

Shares Held

12,586

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

EXCALIBUR MANAGEMENT CORP holds $25,408,152 across 3 Building Products & Equipment names. CARR ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	71,314	$23,791,776
2	TT	Trane Technologies plc	2,178	$907,659
3	CARR	CARRIER GLOBAL Corp This page	12,586	$708,717

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$708,717	12,586	-0.4%	Shares	Sole	2026-05-05
2025-12-31	$667,686	12,636	-1.2%	Shares	Sole	2026-02-10
2025-09-30	$763,324	12,786	-2.3%	Shares	Sole	2025-11-10
2025-06-30	$957,764	13,086	-1.4%	Shares	Sole	2025-08-06
2025-03-31	$841,064	13,266	0.0%	Shares	Sole	2025-05-08
2024-12-31	$905,537	13,266	-1.6%	Shares	Sole	2025-02-12
2024-09-30	$1,085,327	13,484	-3.5%	Shares	Sole	2024-11-14
2024-06-30	$880,975	13,966	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$810,564	13,944	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$797,750	13,886	+8.2%	Shares	Sole	2024-02-12
2023-09-30	$708,105	12,828	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$639,668	12,868	-1.0%	Shares	Sole	2023-08-08
2023-03-31	$594,429	12,993	-0.4%	Shares	Sole	2023-05-08
2022-12-31	$538,230	13,048	+0.1%	Shares	Sole	2023-02-10
2022-09-30	$463,453	13,033	0.0%	Shares	Sole	2022-11-04
2022-06-30	$464,756	13,033	-0.2%	Shares	Sole	2022-07-25
2022-03-31	$598,786	13,054	-0.1%	Shares	Sole	2022-05-03
2021-12-31	$708,971	13,071	+0.1%	Shares	Sole	2022-02-10
2021-09-30	$676,089	13,062	+7.9%	Shares	Sole	2021-10-28
2021-06-30	$588,157	12,102	-0.3%	Shares	Sole	2021-07-26
2021-03-31	$512,424	12,137	-1.7%	Shares	Sole	2021-05-03
2020-12-31	$465,540	12,342	-11.7%	Shares	Sole	2021-01-26
2020-09-30	$426,949	13,980	+0.1%	Shares	Sole	2020-11-02
2020-06-30	$310,413	13,970	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.