Sigma Planning Corp

Position in CARR — CARRIER GLOBAL Corp

CIK 1449126 ANN ARBOR, MI

Position in CARR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$840,004

+$210,515 QoQ

Shares Held

11,452

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#715

of 1,623 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sigma Planning Corp holds $2,550,416 across 4 Building Products & Equipment names. CARR ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NPKI	NPK International Inc.	60,000	$954,600
2	CARR	CARRIER GLOBAL Corp This page	11,452	$840,004
3	MAS	Masco Corp /De/	5,848	$475,851
4	TT	Trane Technologies plc	570	$279,961

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$840,004	11,452	+2.4%	Shares	Sole	2026-08-07
2026-03-31	$629,489	11,179	-12.6%	Shares	Sole	2026-05-04
2025-12-31	$675,506	12,784	-7.6%	Shares	Sole	2026-01-30
2025-09-30	$826,188	13,839	+1.5%	Shares	Sole	2025-11-10
2025-06-30	$997,506	13,629	-2.6%	Shares	Sole	2025-08-05
2025-03-31	$887,536	13,999	+8.3%	Shares	Sole	2025-05-02
2024-12-31	$882,123	12,923	+1.5%	Shares	Sole	2025-02-03
2024-09-30	$1,024,557	12,729	+4.5%	Shares	Sole	2024-11-04
2024-06-30	$768,314	12,180	-34.8%	Shares	Sole	2024-08-06
2024-03-31	$1,086,682	18,694	+98.5%	Shares	Sole	2024-05-02
2023-12-31	$540,949	9,416	-51.1%	Shares	Sole	2024-02-01
2023-09-30	$1,063,372	19,264	-2.1%	Shares	Sole	2023-11-06
2023-06-30	$977,795	19,670	+1.9%	Shares	Sole	2023-08-02
2023-03-31	$883,020	19,301	-3.3%	Shares	Sole	2023-05-08
2022-12-31	$823,185	19,956	-7.2%	Shares	Sole	2023-01-24
2022-09-30	$764,860	21,509	-7.6%	Shares	Sole	2022-11-10
2022-06-30	$830,485	23,289	-33.6%	Shares	Sole	2022-08-11
2022-03-31	$1,609,899	35,097	+3.5%	Shares	Sole	2022-04-20
2021-12-31	$1,839,441	33,913	+3.1%	Shares	Sole	2022-02-02
2021-09-30	$1,702,904	32,900	+24.7%	Shares	Sole	2021-10-28
2021-06-30	$1,282,505	26,389	+59.3%	Shares	Sole	2021-08-13
2021-03-31	$699,500	16,568	-24.6%	Shares	Sole	2021-05-06
2020-12-31	$828,972	21,977	+115.5%	Shares	Sole	2021-02-09
2020-09-30	$311,385	10,196	-14.6%	Shares	Sole	2020-11-03
2020-06-30	$265,306	11,940	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.