Goelzer Investment Management, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1550057 CARMEL, IN

Position in CARR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,431,992

+$555,800 QoQ

Shares Held

33,156

-0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#463

of 1,624 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $10,260,907 across 4 Building Products & Equipment names. CARR ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	41,995	$6,135,889
2	CARR	CARRIER GLOBAL Corp This page	33,156	$2,431,992
3	SPXC	SPX Technologies, Inc.	3,600	$882,612
4	TT	Trane Technologies plc	1,650	$810,414

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,431,992	33,156	-0.5%	Shares	Sole	2026-07-15
2026-03-31	$1,876,192	33,319	+0.4%	Shares	Sole	2026-04-09
2025-12-31	$1,752,914	33,174	+20.1%	Shares	Sole	2026-01-14
2025-09-30	$1,648,376	27,611	0.0%	Shares	Sole	2025-10-14
2025-06-30	$2,020,849	27,611	0.0%	Shares	Sole	2025-07-09
2025-03-31	$1,750,537	27,611	0.0%	Shares	Sole	2025-04-29
2024-12-31	$1,884,726	27,611	0.0%	Shares	Sole	2025-01-21
2024-09-30	$2,222,409	27,611	0.0%	Shares	Sole	2024-10-04
2024-06-30	$1,741,701	27,611	0.0%	Shares	Sole	2024-08-09
2024-03-31	$1,605,027	27,611	-0.3%	Shares	Sole	2024-05-02
2023-12-31	$1,591,365	27,700	0.0%	Shares	Sole	2024-02-08
2023-09-30	$1,529,040	27,700	-1.0%	Shares	Sole	2023-11-13
2023-06-30	$1,390,289	27,968	0.0%	Shares	Sole	2023-07-27
2023-03-31	$1,279,536	27,968	+1.0%	Shares	Sole	2023-04-28
2022-12-31	$1,142,625	27,700	0.0%	Shares	Sole	2023-01-20
2022-09-30	$985,012	27,700	+3.4%	Shares	Sole	2022-11-14
2022-06-30	$955,688	26,800	+287.6%	Shares	Sole	2022-08-01
2022-03-31	$317,191	6,915	0.0%	Shares	Sole	2022-05-10
2021-12-31	$375,069	6,915	0.0%	Shares	Sole	2022-02-11
2021-09-30	$357,920	6,915	-11.7%	Shares	Sole	2021-10-29
2021-06-30	$380,781	7,835	0.0%	Shares	Sole	2021-08-12
2021-03-31	$330,793	7,835	0.0%	Shares	Sole	2021-05-06
2020-12-31	$295,536	7,835	-57.8%	Shares	Sole	2021-02-12
2020-09-30	$566,852	18,561	0.0%	Shares	Sole	2020-10-27
2020-06-30	$412,425	18,561	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.