Cerity Partners LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1566475 NEW YORK, NY

Position in CARR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,145,028

+$4,895,061 QoQ

Shares Held

247,376

+5.1% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#173

of 1,631 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 50% Shared 19% None 32%

Industrials · as of Jun 30, 2026

Cerity Partners LLC holds $165,132,403 across 21 Building Products & Equipment names. CARR ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	90,239	$44,321,786
2	JCI	Johnson Controls International plc	205,129	$29,971,396
3	BLDR	Builders FirstSource, Inc.	249,254	$22,303,246
4	CARR	CARRIER GLOBAL Corp This page	247,376	$18,145,028
5	MAS	Masco Corp /De/	163,188	$13,278,606
6	OC	Owens Corning	76,842	$12,214,802
7	TREX	Trex Co Inc	146,862	$7,348,973
8	SPXC	SPX Technologies, Inc.	14,850	$3,640,773

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,145,028	247,376	+5.1%	Shares	Other	2026-08-14
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.