LVW Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1576053 PITTSFORD, NY

Position in CARR

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

Position Value

$684,208

+$166,382 QoQ

Shares Held

9,328

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#772

of 1,621 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LVW Advisors, LLC holds $2,685,075 across 5 Building Products & Equipment names. CARR ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	4,715	$688,908
2	CARR	CARRIER GLOBAL Corp This page	9,328	$684,208
3	LII	Lennox International Inc	1,017	$582,690
4	TT	Trane Technologies plc	786	$386,051
5	MAS	Masco Corp /De/	4,218	$343,218

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$684,208	9,328	+1.4%	Shares	Sole	2026-07-15
2026-03-31	$517,826	9,196	+34.6%	Shares	Sole	2026-04-20
2025-12-31	$360,950	6,831	-4.8%	Shares	Sole	2026-01-14
2025-09-30	$428,586	7,179	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$523,894	7,158	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$453,563	7,154	-2.0%	Shares	Sole	2025-04-09
2024-12-31	$498,502	7,303	-1.2%	Shares	Sole	2025-01-16
2024-09-30	$594,821	7,390	-0.3%	Shares	Sole	2024-10-09
2024-06-30	$467,485	7,411	+0.7%	Shares	Sole	2024-07-15
2024-03-31	$427,953	7,362	+10.4%	Shares	Sole	2024-04-18
2023-12-31	$383,076	6,668	+16.7%	Shares	Sole	2024-01-16
2023-09-30	$315,412	5,714	-5.2%	Shares	Sole	2023-10-11
2023-06-30	$299,502	6,025	+0.4%	Shares	Sole	2023-07-14
2023-03-31	$274,637	6,003	+3.6%	Shares	Sole	2023-05-03
2022-12-31	$239,002	5,794	+0.1%	Shares	Sole	2023-01-19
2022-09-30	$205,821	5,788	-4.7%	Shares	Sole	2022-10-14
2022-03-31	$278,706	6,076	+1.0%	Shares	Sole	2022-05-02
2021-12-31	$326,362	6,017	+23.9%	Shares	Sole	2022-01-26
2021-09-30	$251,450	4,858	+3.7%	Shares	Sole	2021-11-02
2021-06-30	$227,739	4,686	-24.9%	Shares	Sole	2021-07-15
2021-03-31	$263,537	6,242	-6.5%	Shares	Sole	2021-04-19
2020-12-31	$251,743	6,674	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.