Brookstone Capital Management

Position in CARR — CARRIER GLOBAL Corp

CIK 1599584 WHEATON, IL

Position in CARR

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

Position Value

$439,953

+$136,780 QoQ

Shares Held

5,998

+11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#911

of 1,624 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Brookstone Capital Management holds $2,547,561 across 4 Building Products & Equipment names. CARR ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	6,867	$1,003,337
2	TT	Trane Technologies plc	1,799	$883,596
3	CARR	CARRIER GLOBAL Corp This page	5,998	$439,953
4	MAS	Masco Corp /De/	2,712	$220,675

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,953	5,998	+11.4%	Shares	Sole	2026-07-15
2026-03-31	$303,173	5,384	-84.9%	Shares	Sole	2026-04-16
2025-12-31	$1,884,644	35,667	-31.2%	Shares	Sole	2026-01-15
2025-09-30	$3,095,564	51,852	+220.8%	Shares	Sole	2025-10-15
2025-06-30	$1,182,823	16,161	+83.5%	Shares	Sole	2025-07-30
2025-03-31	$558,300	8,806	+51.5%	Shares	Sole	2025-04-29
2024-12-31	$396,795	5,813	-3.1%	Shares	Sole	2025-01-13
2024-09-30	$482,859	5,999	+9.4%	Shares	Sole	2024-10-08
2024-06-30	$346,056	5,486	-3.5%	Shares	Sole	2024-07-18
2024-03-31	$330,352	5,683	+14.4%	Shares	Sole	2024-04-15
2023-12-31	$285,411	4,968	+5.7%	Shares	Sole	2024-01-11
2023-09-30	$259,384	4,699	+9.5%	Shares	Sole	2023-10-20
2023-06-30	$213,355	4,292	-20.5%	Shares	Sole	2023-07-11
2022-03-31	$247,606	5,398	-11.1%	Shares	Sole	2022-04-12
2021-12-31	$329,345	6,072	-7.8%	Shares	Sole	2022-01-11
2021-09-30	$340,787	6,584	+34.0%	Shares	Sole	2021-11-03
2021-06-30	$238,820	4,914	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.