Belpointe Asset Management LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1721242 RENO, NV

Position in CARR

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

Position Value

$217,849

-$9,190 QoQ

Shares Held

2,970

-21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,234

of 1,624 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Belpointe Asset Management LLC holds $2,193,555 across 4 Building Products & Equipment names. CARR ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LII	Lennox International Inc	2,585	$1,481,075
2	MAS	Masco Corp /De/	3,272	$266,242
3	TT	Trane Technologies plc	465	$228,389
4	CARR	CARRIER GLOBAL Corp This page	2,970	$217,849

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,849	2,970	-21.9%	Shares	Sole	2026-07-31
2025-09-30	$227,039	3,803	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$278,634	3,807	+15.6%	Shares	Sole	2025-07-22
2024-12-31	$224,780	3,293	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$266,743	3,314	-58.6%	Shares	Sole	2024-11-13
2023-03-31	$365,954	7,999	+22.2%	Shares	Other	2023-05-15
2022-12-31	$269,981	6,545	+56.8%	Shares	Sole	2023-02-08
2022-09-30	$148,463	4,175	+4.9%	Shares	Sole	2022-11-14
2022-06-30	$141,891	3,979	+6.1%	Shares	Sole	2022-08-02
2022-03-31	$172,058	3,751	-32.2%	Shares	Sole	2022-04-28
2021-12-31	$299,892	5,529	+16.9%	Shares	Sole	2022-02-15
2021-09-30	$244,773	4,729	-45.8%	Shares	Sole	2021-11-15
2021-06-30	$424,180	8,728	+68.4%	Shares	Sole	2021-08-09
2021-03-31	$218,784	5,182	-80.7%	Shares	Sole	2021-05-14
2020-12-31	$1,010,858	26,799	-1.8%	Shares	Sole	2021-02-16
2020-09-30	$833,070	27,278	-6.7%	Shares	Sole	2020-11-13
2020-06-30	$649,623	29,236	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.