Cerity Partners LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1566475 NEW YORK, NY

Position in CARR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,249,967

+$2,857,978 QoQ

Shares Held

235,304

+19.6% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 51.41391561554415.ToString("F0")% Shared 18.632492435317715.ToString("F0")% None 29.953591949138136.ToString("F0")%

Industrials · as of Mar 31, 2026

Cerity Partners LLC holds $128,935,023 across 17 Building Products & Equipment names. CARR ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	81,434	$33,936,804
2	JCI	Johnson Controls International plc	195,285	$25,572,569
3	BLDR	Builders FirstSource, Inc.	262,621	$21,621,585
4	CARR	CARRIER GLOBAL Corp This page	235,304	$13,249,967
5	MAS	Masco Corp /De/	155,783	$9,404,618
6	TREX	Trex Co Inc	119,282	$4,344,248
7	AWI	Armstrong World Industries Inc	24,770	$4,082,095
8	OC	Owens Corning	37,199	$4,025,674

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,249,967	235,304	+19.6%	Shares	Defined	2026-05-15
2025-12-31	$10,391,989	196,669	+12.7%	Shares	Sole	2026-02-11
2025-09-30	$10,416,336	174,478	+1.5%	Shares	Other	2025-10-22
2025-06-30	$12,582,824	171,920	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$10,961,923	172,901	+32.2%	Shares	Sole	2025-04-30
2024-12-31	$8,929,022	130,809	-4.4%	Shares	Sole	2025-02-13
2024-09-30	$11,012,722	136,821	+39.0%	Shares	Defined	2024-11-12
2024-06-30	$6,210,604	98,456	-7.2%	Shares	Sole	2024-08-13
2024-03-31	$6,164,163	106,041	+39.8%	Shares	Defined	2024-05-14
2023-12-31	$4,356,663	75,834	+44.5%	Shares	Other	2024-01-26
2023-09-30	$2,897,337	52,488	-26.0%	Shares	Sole	2023-11-14
2023-06-30	$3,528,216	70,976	+0.1%	Shares	Other	2023-08-14
2023-03-31	$3,242,302	70,870	+19.6%	Shares	Sole	2023-05-11
2022-12-31	$2,443,567	59,238	+18.2%	Shares	Other	2023-02-15
2022-09-30	$1,782,765	50,134	+25.1%	Shares	Sole	2022-11-14
2022-06-30	$1,428,753	40,066	+229.6%	Shares	Other	2022-08-10
2022-03-31	$557,549	12,155	-6.5%	Shares	Sole	2022-04-25
2021-12-31	$704,903	12,996	+85.0%	Shares	Sole	2022-02-14
2021-09-30	$363,665	7,026	+5.9%	Shares	Sole	2021-10-25
2021-06-30	$322,509	6,636	-11.3%	Shares	Sole	2021-08-11
2021-03-31	$315,805	7,480	-21.7%	Shares	Sole	2021-08-11
2020-12-31	$360,150	9,548	-4.9%	Shares	Sole	2021-02-11
2020-09-30	$306,529	10,037	+9.4%	Shares	Sole	2020-11-12
2020-06-30	$203,890	9,176	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.