Sowell Financial Services LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CARR

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

Position Value

$203,619

-$51,009 QoQ

Shares Held

2,776

-20.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,262

of 1,618 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sowell Financial Services LLC holds $2,806,995 across 5 Building Products & Equipment names. CARR ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	3,022	$1,484,285
2	MAS	Masco Corp /De/	5,484	$446,233
3	JCI	Johnson Controls International plc	2,803	$409,546
4	SPXC	SPX Technologies, Inc.	1,074	$263,312
5	CARR	CARRIER GLOBAL Corp This page	2,776	$203,619

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,619	2,776	-20.2%	Shares	Sole	2026-07-20
2025-06-30	$254,628	3,479	-5.9%	Shares	Sole	2025-07-14
2025-03-31	$234,516	3,699	-73.0%	Shares	Sole	2025-04-17
2021-12-31	$741,732	13,675	+0.7%	Shares	Sole	2022-02-09
2021-09-30	$702,693	13,576	-29.5%	Shares	Sole	2021-11-04
2021-06-30	$935,841	19,256	-9.5%	Shares	Sole	2021-08-05
2021-03-31	$898,103	21,272	+4.2%	Shares	Sole	2021-05-07
2020-12-31	$770,129	20,417	+228.1%	Shares	Sole	2021-01-13
2020-09-30	$190,019	6,222	-18.4%	Shares	Sole	2020-11-12
2020-06-30	$169,405	7,624	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.