Capital Analysts, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1624758 FORT WASHINGTON, PA

Position in CARR

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

Position Value

$147,213

+$33,918 QoQ

Shares Held

2,007

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,300

of 1,621 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Capital Analysts, LLC holds $24,195,417 across 3 Building Products & Equipment names. CARR ranks #2 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	164,304	$24,006,456
2	CARR	CARRIER GLOBAL Corp This page	2,007	$147,213
3	TT	Trane Technologies plc	85	$41,748

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,213	2,007	-0.2%	Shares	Defined	2026-08-05
2026-03-31	$113,295	2,012	+0.3%	Shares	Defined	2026-05-14
2025-12-31	$105,943	2,005	+0.0%	Shares	Defined	2026-05-15
2025-09-30	$119,638	2,004	0.0%	Shares	Defined	2025-11-14
2025-06-30	$146,672	2,004	-19.9%	Shares	Defined	2025-08-13
2025-03-31	$158,626	2,502	+19.3%	Shares	Defined	2025-05-14
2024-12-31	$143,140	2,097	+6.4%	Shares	Defined	2025-02-14
2024-09-30	$158,565	1,970	+0.2%	Shares	Defined	2024-11-13
2024-06-30	$124,077	1,967	+0.2%	Shares	Defined	2024-08-14
2024-03-31	$111,554	1,964	+0.5%	Shares	Defined	2024-05-14
2023-12-31	$109,675	1,954	+0.2%	Shares	Defined	2024-01-30
2023-09-30	$105,158	1,950	+19.9%	Shares	Defined	2023-11-13
2023-06-30	$78,643	1,627	+0.7%	Shares	Defined	2023-08-11
2023-03-31	$73,886	1,615	-8.6%	Shares	Defined	2023-05-05
2022-12-31	$72,888	1,767	+0.2%	Shares	Defined	2023-02-08
2022-09-30	$62,691	1,763	-2.8%	Shares	Defined	2022-11-14
2022-06-30	$64,651	1,813	+3.2%	Shares	Defined	2022-08-12
2022-03-31	$80,547	1,756	-72.4%	Shares	Defined	2022-05-12
2021-12-31	$345,291	6,366	-5.2%	Shares	Defined	2022-02-10
2021-09-30	$347,722	6,718	-12.6%	Shares	Defined	2021-11-04
2021-06-30	$373,733	7,690	-4.5%	Shares	Defined	2021-11-15
2021-03-31	$340,081	8,055	-0.7%	Shares	Defined	2021-05-17
2020-12-31	$305,909	8,110	-15.4%	Shares	Sole	2021-02-16
2020-09-30	$292,848	9,589	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$212,823	9,578	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.