KCM INVESTMENT ADVISORS LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1109228 GREENBRAE, CA

Position in CARR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$434,262

+$13,656 QoQ

Shares Held

7,712

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

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

KCM INVESTMENT ADVISORS LLC holds $63,977,111 across 5 Building Products & Equipment names. CARR ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	94,579	$39,414,852
2	CSL	Carlisle Companies Inc	58,394	$19,481,406
3	JCI	Johnson Controls International plc	21,564	$2,823,805
4	BLDR	Builders FirstSource, Inc.	22,140	$1,822,786
5	CARR	CARRIER GLOBAL Corp This page	7,712	$434,262

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$434,262	7,712	-3.1%	Shares	Sole	2026-05-15
2025-12-31	$420,606	7,960	-18.1%	Shares	Sole	2026-02-13
2025-09-30	$580,164	9,718	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$710,308	9,705	+0.2%	Shares	Sole	2025-08-06
2025-03-31	$613,965	9,684	-54.1%	Shares	Sole	2025-05-14
2024-12-31	$1,440,763	21,107	-1.2%	Shares	Sole	2025-02-13
2024-09-30	$1,719,507	21,363	+1.4%	Shares	Sole	2024-11-06
2024-06-30	$1,328,843	21,066	+0.3%	Shares	Sole	2024-07-29
2024-03-31	$1,220,613	20,998	-5.4%	Shares	Sole	2024-05-07
2023-12-31	$1,274,643	22,187	-15.6%	Shares	Sole	2024-02-13
2023-09-30	$1,451,925	26,303	-0.4%	Shares	Sole	2023-11-08
2023-06-30	$1,312,244	26,398	-7.5%	Shares	Sole	2023-08-09
2023-03-31	$1,306,116	28,549	-4.1%	Shares	Sole	2023-05-09
2022-12-31	$1,228,095	29,772	-2.4%	Shares	Sole	2023-01-31
2022-09-30	$1,084,331	30,493	-8.8%	Shares	Sole	2022-11-10
2022-06-30	$1,192,684	33,446	-2.1%	Shares	Sole	2022-08-15
2022-03-31	$1,566,827	34,158	-3.6%	Shares	Sole	2022-05-13
2021-12-31	$1,920,963	35,416	+4.1%	Shares	Sole	2022-02-14
2021-09-30	$1,760,098	34,005	+14.0%	Shares	Sole	2021-11-12
2021-06-30	$1,449,106	29,817	+28.4%	Shares	Sole	2021-10-21
2021-03-31	$980,601	23,226	+68.4%	Shares	Sole	2021-05-13
2020-12-31	$520,271	13,793	+0.7%	Shares	Sole	2021-02-19
2020-09-30	$418,428	13,701	-12.7%	Shares	Sole	2020-11-16
2020-06-30	$348,609	15,689	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.