Jackson, Grant Investment Advisers, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1650300 STAMFORD, CT

Position in CARR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$89,853

+$7,754 QoQ

Shares Held

1,225

-16.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,345

of 1,624 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $111,733 across 4 Building Products & Equipment names. CARR ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	1,225	$89,853
2	JCI	Johnson Controls International plc	93	$13,588
3	TT	Trane Technologies plc	13	$6,385
4	OC	Owens Corning	12	$1,907

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,853	1,225	-16.0%	Shares	Sole	2026-07-31
2026-03-31	$82,099	1,458	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$76,882	1,455	-6.6%	Shares	Sole	2026-01-27
2025-09-30	$92,952	1,557	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$113,737	1,554	+0.2%	Shares	Sole	2025-07-17
2025-03-31	$98,333	1,551	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$105,666	1,548	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$124,357	1,545	+0.2%	Shares	Sole	2024-10-17
2024-06-30	$97,269	1,542	-12.8%	Shares	Sole	2024-07-16
2024-03-31	$102,831	1,769	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$101,399	1,765	+0.2%	Shares	Sole	2024-02-01
2023-09-30	$97,207	1,761	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$87,340	1,757	+0.3%	Shares	Sole	2023-08-01
2023-03-31	$80,154	1,752	+1.4%	Shares	Sole	2023-05-02
2022-12-31	$71,280	1,728	+0.2%	Shares	Sole	2023-01-26
2022-09-30	$61,305	1,724	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$61,335	1,720	+0.3%	Shares	Sole	2022-08-04
2022-03-31	$78,667	1,715	+0.2%	Shares	Sole	2022-04-28
2021-12-31	$92,858	1,712	+0.2%	Shares	Sole	2022-01-24
2021-09-30	$88,457	1,709	+21.5%	Shares	Sole	2021-10-13
2021-06-30	$68,380	1,407	+0.3%	Shares	Sole	2021-07-15
2021-03-31	$59,234	1,403	-6.5%	Shares	Sole	2021-04-22
2020-12-31	$56,580	1,500	+7.3%	Shares	Sole	2021-03-03
2020-09-30	$42,694	1,398	-18.1%	Shares	Sole	2020-11-12
2020-06-30	$37,907	1,706	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.