Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in CARR — CARRIER GLOBAL Corp
CIK 1510434
Seattle, WA
Position in CARR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$881,666
+$166,249 QoQ
Shares Held
12,020
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#695
of 1,624 holders
Holding Since
Sep 2021
15 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $4,873,606 across 8 Building Products & Equipment names. CARR ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
13,056 | $1,062,366 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
12,020 | $881,666 | |
| 3 | TT |
Trane Technologies plc
|
1,603 | $787,329 | |
| 4 | FBIN |
Fortune Brands Innovations, Inc.
|
13,329 | $731,761 | |
| 5 | JCI |
Johnson Controls International plc
|
4,538 | $663,046 | |
| 6 | OC |
Owens Corning
|
1,810 | $287,717 | |
| 7 | WMS |
Advanced Drainage Systems, Inc.
|
1,559 | $244,700 | |
| 8 | TREX |
Trex Co Inc
|
4,297 | $215,021 |
All Filings in CARR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,666 | 12,020 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $715,417 | 12,705 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $841,318 | 15,922 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,085,918 | 34,940 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,203,887 | 57,438 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,204,244 | 66,313 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,037,395 | 205,646 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $15,980,726 | 198,543 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $11,286,778 | 178,928 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,207,162 | 175,592 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,274,753 | 144,034 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,366,492 | 115,335 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,103,029 | 102,656 | Shares | Sole | 2023-08-11 | |
| 2021-12-31 | $297,723 | 5,489 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $442,703 | 8,553 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||