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FIRST FOUNDATION ADVISORS

Endowment

Position in CARR — CARRIER GLOBAL Corp

CIK 1086763 Irvine, CA

Position in CARR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$270,661
+$63,103 QoQ
Shares Held
3,690
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,121
of 1,618 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $790,601 across 3 Building Products & Equipment names. CARR ranks #2 (34.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CARR
CARRIER GLOBAL Corp
This page
3,690 $270,661

All Filings in CARR

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $270,661 3,690
2026-03-31 $207,558 3,686
2025-09-30 $225,725 3,781
2025-06-30 $295,028 4,031
2024-06-30 $107,740 1,708
2024-03-31 $138,058 2,375
2023-12-31 $146,554 2,551
2023-09-30 $311,272 5,639
2023-06-30 $275,939 5,551
2023-03-31 $258,213 5,644
2022-12-31 $221,801 5,377
2022-09-30 $231,068 6,498
2022-06-30 $235,213 6,596
2022-03-31 $316,044 6,890
2021-12-31 $392,751 7,241
2021-09-30 $373,034 7,207
2021-06-30 $277,554 5,711
2021-03-31 $200,798 4,756