Sequoia Financial Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1599900 Akron, OH

Position in CARR

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,772,776

+$1,023,281 QoQ

Shares Held

37,802

+21.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#440

of 1,624 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $28,824,994 across 14 Building Products & Equipment names. CARR ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAS	Masco Corp /De/	111,961	$9,110,266
2	JCI	Johnson Controls International plc	37,970	$5,547,796
3	TT	Trane Technologies plc	9,530	$4,680,754
4	CARR	CARRIER GLOBAL Corp This page	37,802	$2,772,776
5	FBIN	Fortune Brands Innovations, Inc.	22,958	$1,260,394
6	SPXC	SPX Technologies, Inc.	4,466	$1,094,929
7	AWI	Armstrong World Industries Inc	6,527	$1,047,061
8	LII	Lennox International Inc	1,143	$654,881

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,772,776	37,802	+21.7%	Shares	Sole	2026-07-17
2026-03-31	$1,749,495	31,069	+4.4%	Shares	Sole	2026-04-30
2025-12-31	$1,571,937	29,749	+57.0%	Shares	Sole	2026-02-03
2025-09-30	$1,131,195	18,948	-2.7%	Shares	Sole	2025-10-29
2025-06-30	$1,424,789	19,467	+6.5%	Shares	Sole	2025-07-25
2025-03-31	$1,159,269	18,285	+8.3%	Shares	Sole	2025-04-23
2024-12-31	$1,152,570	16,885	+14.9%	Shares	Sole	2025-08-08
2024-09-30	$1,182,961	14,697	+12.2%	Shares	Sole	2024-10-21
2024-06-30	$826,158	13,097	+5.2%	Shares	Sole	2024-07-15
2024-03-31	$723,544	12,447	-27.8%	Shares	Sole	2024-04-30
2023-12-31	$990,955	17,249	+84.3%	Shares	Sole	2024-01-26
2023-09-30	$516,672	9,360	-6.4%	Shares	Sole	2023-11-08
2023-06-30	$496,950	9,997	+2.4%	Shares	Sole	2023-08-08
2023-03-31	$446,794	9,766	+10.1%	Shares	Sole	2023-04-25
2022-12-31	$365,763	8,867	+21.7%	Shares	Sole	2023-02-10
2022-09-30	$259,019	7,284	-8.5%	Shares	Sole	2022-10-26
2022-06-30	$284,031	7,965	+6.3%	Shares	Sole	2022-07-22
2022-03-31	$343,703	7,493	+23.2%	Shares	Sole	2022-05-13
2021-12-31	$329,833	6,081	-70.9%	Shares	Sole	2022-02-22
2021-06-30	$1,016,177	20,909	+4.1%	Shares	Sole	2021-07-27
2021-03-31	$848,030	20,086	+0.9%	Shares	Sole	2021-05-14
2020-12-31	$751,193	19,915	+4.8%	Shares	Sole	2021-02-12
2020-09-30	$580,076	18,994	-3.1%	Shares	Sole	2020-10-23
2020-06-30	$435,512	19,600	—	Shares	Sole	2020-08-25
No filing history on record for this holder in this stock.