Creative Planning

Position in CARR — CARRIER GLOBAL Corp

CIK 1540235 OVERLAND PARK, KS

Position in CARR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$27,766,741

+$4,682,901 QoQ

Shares Held

493,105

+12.9% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.535991320307034.ToString("F0")% Shared 0.ToString("F0")% None 99.46400867969297.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $147,364,694 across 25 Building Products & Equipment names. CARR ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	98,551	$41,070,143
2	CARR	CARRIER GLOBAL Corp This page	493,105	$27,766,741
3	JCI	Johnson Controls International plc	199,545	$26,130,417
4	TREX	Trex Co Inc	217,187	$7,909,950
5	SPXC	SPX Technologies, Inc.	33,473	$6,692,591
6	AWI	Armstrong World Industries Inc	31,431	$5,179,828
7	MAS	Masco Corp /De/	77,082	$4,653,439
8	OC	Owens Corning	41,861	$4,530,197

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,766,741	493,105	+12.9%	Shares	Defined	2026-05-12
2025-12-31	$23,083,840	436,863	-25.3%	Shares	Defined	2026-02-17
2025-09-30	$34,900,261	584,594	+29.1%	Shares	Sole	2025-11-14
2025-06-30	$33,150,677	452,940	-6.3%	Shares	Defined	2025-08-08
2025-03-31	$30,633,738	483,182	+7.4%	Shares	Sole	2025-05-15
2024-12-31	$30,718,091	450,016	-3.3%	Shares	Defined	2025-02-14
2024-09-30	$37,446,039	465,226	+2.6%	Shares	Defined	2024-10-11
2024-06-30	$28,611,250	453,571	+4.3%	Shares	Defined	2024-08-15
2024-03-31	$25,267,715	434,676	+0.4%	Shares	Defined	2024-05-13
2023-12-31	$24,882,284	433,112	+1.7%	Shares	Defined	2024-02-14
2023-09-30	$23,508,023	425,870	-8.1%	Shares	Defined	2023-11-16
2023-06-30	$23,044,362	463,576	-0.6%	Shares	Sole	2023-07-21
2023-03-31	$21,334,002	466,317	-0.9%	Shares	Sole	2023-05-15
2022-12-31	$19,416,787	470,710	-3.9%	Shares	Sole	2023-02-10
2022-09-30	$17,420,595	489,893	+0.9%	Shares	Sole	2022-11-03
2022-06-30	$17,306,974	485,333	+4.5%	Shares	Sole	2022-08-15
2022-03-31	$21,298,862	464,331	+280.1%	Shares	Sole	2022-05-16
2021-12-31	$6,625,795	122,157	-15.7%	Shares	Sole	2022-02-11
2021-09-30	$7,502,146	144,941	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$7,020,464	144,454	+1.3%	Shares	Sole	2021-08-04
2021-03-31	$6,022,260	142,640	-21.6%	Shares	Sole	2021-04-30
2020-12-31	$6,861,682	181,911	+124.0%	Shares	Sole	2021-01-29
2020-09-30	$2,480,519	81,222	-0.8%	Shares	Sole	2020-11-05
2020-06-30	$1,818,573	81,844	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.