River Wealth Advisors LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1642570 CAMP HILL, PA

Position in CARR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$624,795

+$145,147 QoQ

Shares Held

8,518

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#798

of 1,624 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

River Wealth Advisors LLC holds $13,219,713 across 4 Building Products & Equipment names. CARR ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	14,007	$6,879,678
2	CSL	Carlisle Companies Inc	14,518	$5,266,404
3	CARR	CARRIER GLOBAL Corp This page	8,518	$624,795
4	MAS	Masco Corp /De/	5,516	$448,836

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,795	8,518	0.0%	Shares	Sole	2026-08-04
2026-03-31	$479,648	8,518	-4.9%	Shares	Sole	2026-05-13
2025-12-31	$473,287	8,957	+4.8%	Shares	Sole	2026-02-13
2025-09-30	$510,255	8,547	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$629,653	8,603	+2.2%	Shares	Sole	2025-08-13
2025-03-31	$533,764	8,419	-5.2%	Shares	Sole	2025-05-14
2024-12-31	$606,217	8,881	-8.6%	Shares	Sole	2025-02-13
2024-09-30	$781,879	9,714	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$612,632	9,712	-4.6%	Shares	Sole	2024-08-13
2024-03-31	$591,879	10,182	+10.1%	Shares	Sole	2024-05-14
2023-12-31	$531,412	9,250	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$516,506	9,357	-13.3%	Shares	Sole	2023-11-13
2023-06-30	$536,669	10,796	-3.6%	Shares	Sole	2023-08-09
2023-03-31	$512,171	11,195	-24.5%	Shares	Sole	2023-05-11
2022-12-31	$611,820	14,832	-3.9%	Shares	Sole	2023-02-10
2022-09-30	$548,584	15,427	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$562,572	15,776	-1.5%	Shares	Sole	2022-08-10
2022-03-31	$734,791	16,019	-1.0%	Shares	Sole	2022-05-09
2021-12-31	$877,440	16,177	-0.1%	Shares	Sole	2022-02-11
2021-09-30	$838,201	16,194	+3.7%	Shares	Sole	2021-11-12
2021-06-30	$759,132	15,620	+1.6%	Shares	Sole	2021-08-06
2021-03-31	$649,301	15,379	+18.6%	Shares	Sole	2021-05-11
2020-12-31	$489,228	12,970	+36.5%	Shares	Sole	2021-02-16
2020-09-30	$290,099	9,499	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.