HighPoint Advisor Group LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1616034 DOWNERS GROVE, IL

Position in CARR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$388,534

+$92,569 QoQ

Shares Held

5,297

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#971

of 1,624 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $911,900 across 2 Building Products & Equipment names. CARR ranks #2 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JCI	Johnson Controls International plc	3,582	$523,366
2	CARR	CARRIER GLOBAL Corp This page	5,297	$388,534

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,534	5,297	+0.8%	Shares	Sole	2026-08-05
2026-03-31	$295,965	5,256	-0.5%	Shares	Sole	2026-05-14
2025-12-31	$279,100	5,282	-80.9%	Shares	Sole	2026-05-14
2025-09-30	$1,649,690	27,633	-1.0%	Shares	Sole	2025-11-05
2025-06-30	$2,043,611	27,922	+3.5%	Shares	Sole	2025-08-07
2025-03-31	$1,710,785	26,984	-0.5%	Shares	Sole	2025-05-05
2024-12-31	$1,851,620	27,126	-7.9%	Shares	Sole	2025-02-12
2024-09-30	$2,370,752	29,454	+2.2%	Shares	Sole	2024-11-04
2024-06-30	$1,818,407	28,827	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$1,698,500	29,219	+2.2%	Shares	Sole	2024-05-14
2023-12-31	$1,643,242	28,603	-19.1%	Shares	Sole	2024-03-26
2022-06-30	$1,260,260	35,341	+62.1%	Shares	Sole	2022-08-15
2021-09-30	$1,128,523	21,803	+32.9%	Shares	Sole	2021-11-15
2021-06-30	$797,040	16,400	+6.7%	Shares	Sole	2021-07-29
2021-03-31	$648,625	15,363	-1.6%	Shares	Sole	2021-04-12
2020-12-31	$588,771	15,609	+27.2%	Shares	Sole	2021-02-10
2020-09-30	$374,847	12,274	-7.3%	Shares	Sole	2020-11-06
2020-06-30	$294,348	13,247	+9.3%	Shares	Sole	2020-08-13
2020-03-31	$209,156	12,125	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.