Essex Financial Services, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1315785 ESSEX, CT

Position in CARR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,660,551

+$439,854 QoQ

Shares Held

36,272

-8.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#453

of 1,623 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Essex Financial Services, Inc. holds $5,457,366 across 4 Building Products & Equipment names. CARR ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	36,272	$2,660,551
2	TT	Trane Technologies plc	3,423	$1,681,240
3	JCI	Johnson Controls International plc	6,234	$910,849
4	MAS	Masco Corp /De/	2,516	$204,726

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,660,551	36,272	-8.0%	Shares	Defined	2026-08-10
2026-03-31	$2,220,697	39,437	-3.8%	Shares	Defined	2026-04-24
2025-12-31	$2,165,858	40,989	+1.6%	Shares	Defined	2026-02-10
2025-09-30	$2,408,118	40,337	-1.9%	Shares	Defined	2025-11-07
2025-06-30	$3,009,133	41,114	-1.6%	Shares	Defined	2025-07-16
2025-03-31	$2,648,725	41,778	+0.4%	Shares	Defined	2025-04-25
2024-12-31	$2,839,957	41,605	-0.1%	Shares	Defined	2025-01-29
2024-09-30	$3,351,201	41,635	+4.8%	Shares	Defined	2024-10-24
2024-03-31	$2,310,493	39,747	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$2,278,237	39,656	-14.5%	Shares	Sole	2024-02-06
2023-09-30	$2,559,127	46,361	+17.6%	Shares	Sole	2023-11-15
2023-06-30	$1,959,071	39,410	+17.7%	Shares	Sole	2023-08-09
2023-03-31	$1,531,526	33,476	+3.9%	Shares	Sole	2023-05-11
2022-12-31	$1,329,570	32,232	-2.1%	Shares	Sole	2023-02-10
2022-09-30	$1,171,168	32,935	-3.7%	Shares	Sole	2022-11-07
2022-06-30	$1,219,928	34,210	-7.5%	Shares	Sole	2022-08-01
2021-12-31	$2,005,307	36,971	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$1,907,356	36,850	+25.5%	Shares	Sole	2021-11-10
2021-06-30	$1,427,041	29,363	0.0%	Shares	Sole	2021-07-30
2021-03-31	$1,239,705	29,363	-8.3%	Shares	Sole	2021-05-11
2020-12-31	$1,207,379	32,009	+10.1%	Shares	Sole	2021-02-05
2020-09-30	$888,164	29,082	+21.4%	Shares	Sole	2020-11-10
2020-06-30	$532,413	23,961	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.