Van Hulzen Asset Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1600145 EL DORADO HILLS, CA

Position in CARR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,992,332

+$459,574 QoQ

Shares Held

27,162

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#491

of 1,618 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $24,149,500 across 4 Building Products & Equipment names. CARR ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	77,054	$11,258,359
2	TT	Trane Technologies plc	20,361	$10,000,508
3	CARR	CARRIER GLOBAL Corp This page	27,162	$1,992,332
4	ROCK	Gibraltar Industries, Inc.	19,918	$898,301

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,992,332	27,162	-0.2%	Shares	Sole	2026-08-13
2026-03-31	$1,532,758	27,220	-0.5%	Shares	Sole	2026-05-14
2025-12-31	$1,445,174	27,350	+0.4%	Shares	Sole	2026-02-06
2025-09-30	$1,625,750	27,232	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$1,988,865	27,174	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$1,729,235	27,275	-6.1%	Shares	Sole	2025-05-14
2024-12-31	$1,983,157	29,053	+1.0%	Shares	Sole	2025-02-10
2024-09-30	$2,314,328	28,753	+1.0%	Shares	Sole	2024-11-12
2024-06-30	$1,795,572	28,465	+3.2%	Shares	Sole	2024-08-07
2024-03-31	$1,602,934	27,575	+0.9%	Shares	Sole	2024-05-06
2023-12-31	$1,569,821	27,325	+18.7%	Shares	Sole	2024-02-07
2023-09-30	$1,270,980	23,025	0.0%	Shares	Sole	2023-11-07
2023-06-30	$1,144,572	23,025	0.0%	Shares	Sole	2023-08-03
2023-03-31	$1,053,393	23,025	0.0%	Shares	Sole	2023-04-28
2022-12-31	$949,781	23,025	-1.3%	Shares	Sole	2023-02-13
2022-09-30	$829,437	23,325	+0.1%	Shares	Sole	2022-11-08
2022-06-30	$830,878	23,300	0.0%	Shares	Sole	2022-08-04
2022-03-31	$1,068,771	23,300	0.0%	Shares	Sole	2022-05-20
2021-12-31	$1,263,792	23,300	+116.7%	Shares	Sole	2022-02-04
2021-03-31	$453,865	10,750	-8.5%	Shares	Sole	2021-05-12
2020-12-31	$443,210	11,750	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.