American Trust Investment Advisors, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1291424
Lebanon, NH
Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,354,750
+$1,446,715 QoQ
Shares Held
86,636
-0.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#314
of 1,621 holders
Holding Since
Sep 2025
4 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, 2026American Trust Investment Advisors, LLC holds $10,241,416 across 3 Building Products & Equipment names. CARR ranks #1 (62.0% of the industry book) .
All Filings in CARR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,354,750 | 86,636 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,908,035 | 87,161 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,560,409 | 86,306 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,062,858 | 84,805 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||