Montecito Bank & Trust

Bank

Position in CARR — CARRIER GLOBAL Corp

CIK 1422508 SANTA BARBARA, CA

Position in CARR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$522,031

+$109,730 QoQ

Shares Held

7,117

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#844

of 1,618 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Industrials · as of Jun 30, 2026

Montecito Bank & Trust holds $7,287,396 across 5 Building Products & Equipment names. CARR ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	6,718	$3,299,612
2	CSL	Carlisle Companies Inc	5,650	$2,049,537
3	MAS	Masco Corp /De/	9,881	$804,016
4	JCI	Johnson Controls International plc	4,190	$612,200
5	CARR	CARRIER GLOBAL Corp This page	7,117	$522,031

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,031	7,117	-2.8%	Shares	Sole	2026-07-16
2026-03-31	$412,301	7,322	0.0%	Shares	Defined	2026-04-16
2025-12-31	$386,894	7,322	0.0%	Shares	Defined	2026-01-09
2025-09-30	$437,122	7,322	-0.9%	Shares	Defined	2025-10-07
2025-03-31	$468,652	7,392	-0.9%	Shares	Defined	2025-04-17
2024-12-31	$509,082	7,458	-7.2%	Shares	Defined	2025-01-21
2024-09-30	$646,656	8,034	+4.9%	Shares	Defined	2024-10-31
2024-06-30	$483,318	7,662	0.0%	Shares	Sole	2024-07-17
2024-03-31	$445,391	7,662	-3.2%	Shares	Sole	2024-04-09
2023-12-31	$454,888	7,918	-26.5%	Shares	Sole	2024-01-05
2023-09-30	$594,393	10,768	-16.3%	Shares	Sole	2023-10-16
2023-06-30	$639,667	12,868	0.0%	Shares	Sole	2023-07-25
2023-03-31	$588,710	12,868	-8.8%	Shares	Sole	2023-04-25
2022-12-31	$581,995	14,109	0.0%	Shares	Sole	2023-01-20
2022-09-30	$501,715	14,109	-20.5%	Shares	Sole	2022-10-14
2022-06-30	$632,679	17,742	-46.1%	Shares	Sole	2022-08-01
2022-03-31	$1,508,525	32,887	-3.9%	Shares	Sole	2022-04-22
2021-12-31	$1,856,525	34,228	+5.5%	Shares	Sole	2022-01-25
2021-09-30	$1,679,767	32,453	+16.1%	Shares	Sole	2021-10-28
2021-06-30	$1,358,613	27,955	+1.8%	Shares	Sole	2021-07-08
2021-03-31	$1,159,360	27,460	+181.1%	Shares	Sole	2021-04-26
2020-12-31	$368,486	9,769	+29.1%	Shares	Sole	2021-01-28
2020-09-30	$231,156	7,569	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.