SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in CARR — CARRIER GLOBAL Corp

CIK 1531593 NEW YORK, NY

Position in CARR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$100,562

+$93,299 QoQ

Shares Held

1,371

+962.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,332

of 1,621 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $465,873 across 8 Building Products & Equipment names. CARR ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OC	Owens Corning	800	$127,168
2	JCI	Johnson Controls International plc	774	$113,089
3	CARR	CARRIER GLOBAL Corp This page	1,371	$100,562
4	AAON	Aaon, Inc.	690	$87,533
5	FBIN	Fortune Brands Innovations, Inc.	500	$27,450
6	LII	Lennox International Inc	7	$4,010
7	MAS	Masco Corp /De/	47	$3,824
8	BLDR	Builders FirstSource, Inc.	25	$2,237

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,562	1,371	+962.8%	Shares	Sole	2026-08-03
2026-03-31	$7,263	129	-89.0%	Shares	Sole	2026-04-30
2025-12-31	$62,139	1,176	-14.7%	Shares	Sole	2026-02-17
2025-09-30	$82,326	1,379	+157.3%	Shares	Sole	2025-11-13
2025-06-30	$39,229	536	-50.9%	Shares	Sole	2025-08-12
2023-06-30	$54,233	1,091	-33.3%	Shares	Sole	2023-08-14
2023-03-31	$74,847	1,636	-79.9%	Shares	Sole	2023-05-12
2022-12-31	$335,197	8,126	+4.0%	Shares	Sole	2023-02-13
2022-09-30	$277,723	7,810	+340.2%	Shares	Sole	2022-11-02
2022-06-30	$63,260	1,774	+406.9%	Shares	Sole	2022-08-02
2022-03-31	$16,054	350	-96.0%	Shares	Sole	2022-05-11
2021-12-31	$476,823	8,791	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.