CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1034642 PASADENA, CA

Position in CARR

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$6,317,122

+$1,385,605 QoQ

Shares Held

86,123

-1.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#317

of 1,624 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Industrials · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $48,158,790 across 3 Building Products & Equipment names. CARR ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	262,208	$38,311,210
2	CARR	CARRIER GLOBAL Corp This page	86,123	$6,317,122
3	TT	Trane Technologies plc	7,188	$3,530,458

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,317,122	86,123	-1.7%	Shares	Sole	2026-08-20
2026-03-31	$4,931,517	87,578	-0.7%	Shares	Sole	2026-05-06
2025-12-31	$4,658,427	88,161	-2.0%	Shares	Sole	2026-02-11
2025-09-30	$5,371,746	89,979	-1.6%	Shares	Sole	2025-11-12
2025-06-30	$6,695,348	91,479	-0.4%	Shares	Sole	2025-07-30
2025-03-31	$5,825,826	91,890	+0.8%	Shares	Sole	2025-05-06
2024-12-31	$6,221,557	91,145	-0.3%	Shares	Sole	2025-02-05
2024-09-30	$7,357,349	91,407	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$6,059,969	96,068	-0.9%	Shares	Sole	2024-08-07
2024-03-31	$5,636,401	96,962	-4.0%	Shares	Sole	2024-04-17
2023-12-31	$5,803,828	101,024	-44.7%	Shares	Sole	2024-02-06
2023-09-30	$10,083,549	182,673	-1.9%	Shares	Sole	2023-11-13
2023-06-30	$9,252,174	186,123	-0.4%	Shares	Sole	2023-08-04
2023-03-31	$8,545,734	186,792	+0.2%	Shares	Sole	2023-05-05
2022-12-31	$7,691,475	186,460	+6.0%	Shares	Sole	2023-02-03
2022-09-30	$6,253,759	175,865	+45.9%	Shares	Sole	2022-11-07
2022-06-30	$4,297,778	120,521	+20.6%	Shares	Sole	2022-08-04
2022-03-31	$4,585,119	99,959	-4.3%	Shares	Sole	2022-05-03
2021-12-31	$5,662,872	104,404	-0.8%	Shares	Sole	2022-02-11
2021-09-30	$5,444,944	105,196	-16.0%	Shares	Sole	2021-11-02
2021-06-30	$6,082,776	125,160	-13.2%	Shares	Sole	2021-08-05
2021-03-31	$6,087,912	144,195	-1.2%	Shares	Sole	2021-05-07
2020-12-31	$5,502,782	145,885	-1.3%	Shares	Sole	2021-02-11
2020-09-30	$4,515,033	147,840	-2.3%	Shares	Sole	2020-10-30
2020-06-30	$3,360,886	151,255	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.