Merit Financial Group, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1621225 ALPHARETTA, GA

Position in CARR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,204,492

+$992,797 QoQ

Shares Held

57,321

+0.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#53

of 461 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Merit Financial Group, LLC holds $26,393,403 across 14 Building Products & Equipment names. CARR ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	67,840	$9,912,097
2	CARR	CARRIER GLOBAL Corp This page	57,321	$4,204,492
3	TT	Trane Technologies plc	8,300	$4,076,623
4	OC	Owens Corning	11,958	$1,900,840
5	CSL	Carlisle Companies Inc	4,285	$1,554,379
6	TREX	Trex Co Inc	20,806	$1,041,130
7	LII	Lennox International Inc	1,666	$954,531
8	MAS	Masco Corp /De/	11,424	$929,568

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,204,492	57,321	+0.5%	Shares	Other	2026-07-20
2026-03-31	$3,211,695	57,036	+17.3%	Shares	Other	2026-04-15
2025-12-31	$2,569,237	48,623	+18.5%	Shares	Other	2026-01-26
2025-09-30	$2,449,310	41,027	-11.0%	Shares	Other	2025-11-07
2025-06-30	$3,375,010	46,113	+21.3%	Shares	Sole	2025-07-22
2025-03-31	$2,409,834	38,010	-9.2%	Shares	Sole	2025-04-09
2024-12-31	$2,857,841	41,867	+12.5%	Shares	Sole	2025-01-15
2024-09-30	$2,995,113	37,211	-0.9%	Shares	Sole	2024-10-17
2024-06-30	$2,369,726	37,567	+3.5%	Shares	Sole	2024-08-13
2024-03-31	$2,110,584	36,308	+14.6%	Shares	Sole	2024-05-06
2023-12-31	$1,819,384	31,669	-13.8%	Shares	Sole	2024-02-06
2023-09-30	$2,028,820	36,754	+27.8%	Shares	Sole	2023-11-07
2023-06-30	$1,429,460	28,756	+2.0%	Shares	Sole	2023-08-01
2023-03-31	$1,290,287	28,203	+2.0%	Shares	Sole	2023-04-24
2022-12-31	$1,140,562	27,650	+22.7%	Shares	Sole	2023-01-13
2022-09-30	$801,557	22,541	-9.9%	Shares	Sole	2022-10-31
2022-06-30	$892,605	25,031	+51.4%	Shares	Sole	2022-08-08
2022-03-31	$758,552	16,537	-1.1%	Shares	Sole	2022-05-13
2021-12-31	$907,218	16,726	+0.0%	Shares	Sole	2022-02-14
2021-09-30	$865,686	16,725	+0.0%	Shares	Sole	2021-10-27
2021-06-30	$812,786	16,724	0.0%	Shares	Sole	2021-08-16
2021-03-31	$706,087	16,724	+0.0%	Shares	Sole	2021-05-18
2020-12-31	$630,791	16,723	+1.7%	Shares	Sole	2021-02-12
2020-09-30	$502,291	16,447	-2.7%	Shares	Sole	2020-11-10
2020-06-30	$375,673	16,907	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.