Waverly Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1568787 BIRMINGHAM, AL

Position in CARR

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

Position Value

$1,358,295

+$302,201 QoQ

Shares Held

18,518

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#582

of 1,624 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $11,274,742 across 10 Building Products & Equipment names. CARR ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	7,807	$3,834,486
2	JCI	Johnson Controls International plc	15,555	$2,272,741
3	CARR	CARRIER GLOBAL Corp This page	18,518	$1,358,295
4	SPXC	SPX Technologies, Inc.	4,262	$1,044,913
5	MAS	Masco Corp /De/	10,169	$827,451
6	OC	Owens Corning	3,890	$618,354
7	LII	Lennox International Inc	1,018	$583,263
8	CSL	Carlisle Companies Inc	752	$272,788

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,358,295	18,518	-1.3%	Shares	Sole	2026-08-14
2026-03-31	$1,056,094	18,755	-4.1%	Shares	Sole	2026-05-15
2025-12-31	$1,033,391	19,557	+15.0%	Shares	Sole	2026-02-17
2025-09-30	$1,015,019	17,002	-1.9%	Shares	Sole	2025-11-14
2025-06-30	$1,268,675	17,334	+6.5%	Shares	Sole	2025-08-14
2025-03-31	$1,031,454	16,269	+12.3%	Shares	Sole	2025-05-15
2024-12-31	$989,155	14,491	+64.4%	Shares	Sole	2025-02-14
2024-09-30	$709,358	8,813	-14.2%	Shares	Sole	2024-11-14
2024-06-30	$647,956	10,272	+90.4%	Shares	Sole	2024-08-14
2024-03-31	$313,668	5,396	+41.9%	Shares	Sole	2024-05-15
2023-12-31	$218,482	3,803	-2.2%	Shares	Other	2024-02-14
2023-09-30	$214,617	3,888	+4.3%	Shares	Other	2023-11-14
2021-09-30	$193,013	3,729	0.0%	Shares	Sole	2021-11-15
2021-06-30	$181,229	3,729	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.