NAPLES GLOBAL ADVISORS, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1582151 NAPLES, FL

Position in CARR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$877,706

+$204,746 QoQ

Shares Held

11,966

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#696

of 1,618 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $1,481,832 across 3 Building Products & Equipment names. CARR ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	11,966	$877,706
2	JCI	Johnson Controls International plc	2,222	$324,656
3	TT	Trane Technologies plc	569	$279,470

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,706	11,966	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$672,960	11,951	+11.0%	Shares	Sole	2026-04-20
2025-12-31	$569,086	10,770	-6.6%	Shares	Sole	2026-02-04
2025-09-30	$688,042	11,525	+21.3%	Shares	Sole	2025-10-30
2025-06-30	$695,670	9,505	+17.9%	Shares	Sole	2025-07-18
2025-03-31	$511,321	8,065	+26.3%	Shares	Sole	2025-04-10
2024-12-31	$435,840	6,385	+8.2%	Shares	Sole	2025-01-29
2024-09-30	$474,891	5,900	-3.4%	Shares	Sole	2024-10-24
2024-06-30	$385,418	6,110	0.0%	Shares	Sole	2024-07-18
2024-03-31	$355,174	6,110	+5.6%	Shares	Sole	2024-04-29
2023-12-31	$332,348	5,785	+3.1%	Shares	Sole	2024-01-11
2023-09-30	$309,727	5,611	+6.7%	Shares	Sole	2023-10-16
2023-06-30	$261,524	5,261	+6.6%	Shares	Sole	2023-07-17
2023-03-31	$225,776	4,935	+7.8%	Shares	Sole	2023-04-17
2022-03-31	$209,901	4,576	0.0%	Shares	Sole	2022-04-28
2021-12-31	$248,202	4,576	-3.7%	Shares	Sole	2022-02-04
2021-09-30	$245,911	4,751	0.0%	Shares	Sole	2021-10-29
2021-06-30	$230,898	4,751	0.0%	Shares	Sole	2021-08-06
2021-03-31	$200,587	4,751	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.