IFP Advisors, Inc

Position in CARR — CARRIER GLOBAL Corp

CIK 1641866 TAMPA, FL

Position in CARR

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

Position Value

$7,110,108

+$719,768 QoQ

Shares Held

96,934

-14.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#68

of 653 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $12,560,128 across 27 Building Products & Equipment names. CARR ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	96,934	$7,110,108
2	JCI	Johnson Controls International plc	12,053	$1,761,063
3	SWIM	Latham Group, Inc.	149,503	$967,284
4	TT	Trane Technologies plc	1,707	$838,410
5	WMS	Advanced Drainage Systems, Inc.	2,581	$405,113
6	OC	Owens Corning	1,493	$237,327
7	LPX	Louisiana-Pacific Corp	2,738	$215,371
8	MAS	Masco Corp /De/	2,434	$198,054

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,110,108	96,934	-14.6%	Shares	Sole	2026-07-20
2026-03-31	$6,390,340	113,485	+22.4%	Shares	Sole	2026-04-13
2025-12-31	$4,899,906	92,731	+0.9%	Shares	Sole	2026-02-06
2025-09-30	$5,486,967	91,909	-0.7%	Shares	Sole	2026-02-06
2025-06-30	$6,774,246	92,557	-12.9%	Shares	Sole	2025-07-24
2025-03-31	$6,733,904	106,213	+9.9%	Shares	Sole	2025-05-05
2024-12-31	$6,595,212	96,619	-1.1%	Shares	Sole	2025-02-04
2024-09-30	$7,866,287	97,730	+3.8%	Shares	Sole	2025-02-04
2024-06-30	$5,937,089	94,120	+24.0%	Shares	Sole	2024-07-30
2024-03-31	$4,410,904	75,880	+0.6%	Shares	Sole	2024-07-30
2023-12-31	$4,331,385	75,394	-4.2%	Shares	Sole	2024-01-09
2023-09-30	$4,344,460	78,704	+0.0%	Shares	Sole	2023-10-12
2023-06-30	$3,911,829	78,693	-12.1%	Shares	Sole	2023-08-14
2023-03-31	$4,096,592	89,543	-26.2%	Shares	Sole	2023-04-18
2022-12-31	$5,002,511	121,273	+11.8%	Shares	Sole	2023-02-07
2022-09-30	$3,857,264	108,472	+2.8%	Shares	Sole	2022-11-08
2022-06-30	$3,764,305	105,561	0.0%	Shares	Sole	2022-09-06
2022-03-31	$4,842,083	105,561	+23.6%	Shares	Sole	2022-09-06
2021-12-31	$4,632,041	85,399	+15.9%	Shares	Sole	2022-01-12
2021-09-30	$3,812,279	73,653	-20.6%	Shares	Sole	2021-10-06
2021-06-30	$4,509,108	92,780	+8.9%	Shares	Sole	2021-07-13
2021-03-31	$3,597,481	85,208	+14.1%	Shares	Sole	2021-04-30
2020-12-31	$2,817,608	74,698	+30.5%	Shares	Sole	2021-01-25
2020-09-30	$1,747,590	57,223	+3.4%	Shares	Sole	2020-10-29
2020-06-30	$1,229,588	55,337	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.