COURIER CAPITAL LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1015247 BUFFALO, NY

Position in CARR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$560,834

+$128,148 QoQ

Shares Held

7,646

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#823

of 1,618 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

COURIER CAPITAL LLC holds $1,287,512 across 4 Building Products & Equipment names. CARR ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	7,646	$560,834
2	JCI	Johnson Controls International plc	2,137	$312,237
3	TT	Trane Technologies plc	426	$209,234
4	SPXC	SPX Technologies, Inc.	837	$205,207

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$560,834	7,646	-0.5%	Shares	Sole	2026-07-16
2026-03-31	$432,686	7,684	+0.7%	Shares	Sole	2026-04-23
2025-12-31	$403,274	7,632	0.0%	Shares	Sole	2026-01-29
2025-09-30	$455,630	7,632	-0.7%	Shares	Sole	2025-10-29
2025-06-30	$562,245	7,682	-3.2%	Shares	Sole	2025-07-28
2025-03-31	$502,888	7,932	-3.2%	Shares	Sole	2025-04-14
2024-12-31	$559,527	8,197	-9.1%	Shares	Sole	2025-01-13
2024-09-30	$726,100	9,021	-2.2%	Shares	Sole	2024-10-22
2024-06-30	$581,660	9,221	-3.7%	Shares	Sole	2024-07-23
2024-03-31	$556,362	9,571	-13.2%	Shares	Sole	2024-04-16
2023-12-31	$633,156	11,021	-4.2%	Shares	Sole	2024-01-17
2023-09-30	$635,076	11,505	-7.9%	Shares	Sole	2023-10-13
2023-06-30	$621,126	12,495	-1.2%	Shares	Sole	2023-07-31
2023-03-31	$578,508	12,645	-16.9%	Shares	Sole	2023-05-18
2022-12-31	$627,783	15,219	-0.6%	Shares	Sole	2023-01-24
2022-09-30	$544,459	15,311	0.0%	Shares	Sole	2022-10-18
2022-06-30	$545,990	15,311	-28.0%	Shares	Sole	2022-07-20
2022-03-31	$976,021	21,278	-8.1%	Shares	Sole	2022-05-02
2021-12-31	$1,255,276	23,143	-4.8%	Shares	Sole	2022-01-18
2021-09-30	$1,258,026	24,305	-4.4%	Shares	Sole	2021-10-14
2021-06-30	$1,235,363	25,419	-5.0%	Shares	Sole	2021-07-12
2021-03-31	$1,129,469	26,752	-1.6%	Shares	Sole	2021-04-12
2020-12-31	$1,025,116	27,177	-0.3%	Shares	Sole	2021-02-10
2020-09-30	$832,123	27,247	-46.3%	Shares	Sole	2020-11-09
2020-06-30	$1,127,820	50,757	-9.8%	Shares	Sole	2020-07-06
2020-03-31	$970,157	56,241	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.