Pinnacle Wealth Planning Services, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1726752 MANSFIELD, OH

Position in CARR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$157,555

+$38,178 QoQ

Shares Held

2,148

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,290

of 1,618 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $2,223,685 across 21 Building Products & Equipment names. CARR ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	1,538	$755,404
2	JCI	Johnson Controls International plc	3,559	$520,005
3	AWI	Armstrong World Industries Inc	1,123	$180,151
4	CARR	CARRIER GLOBAL Corp This page	2,148	$157,555
5	LPX	Louisiana-Pacific Corp	1,350	$106,191
6	GFF	Griffon Corp	1,009	$98,407
7	CSL	Carlisle Companies Inc	154	$55,863
8	LII	Lennox International Inc	92	$52,711

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,555	2,148	+1.3%	Shares	Sole	2026-08-07
2026-03-31	$119,377	2,120	+1.6%	Shares	Sole	2026-05-11
2025-12-31	$110,224	2,086	-50.5%	Shares	Sole	2026-02-13
2024-09-30	$339,265	4,215	-0.1%	Shares	Sole	2024-11-13
2024-06-30	$266,260	4,221	0.0%	Shares	Sole	2024-08-09
2024-03-31	$245,366	4,221	-0.7%	Shares	Sole	2024-05-10
2023-12-31	$244,105	4,249	+0.1%	Shares	Sole	2024-02-08
2023-09-30	$234,213	4,243	-0.1%	Shares	Sole	2023-11-08
2023-06-30	$211,167	4,248	-25.3%	Shares	Sole	2023-08-07
2022-09-30	$202,193	5,686	-10.9%	Shares	Sole	2022-11-09
2022-06-30	$227,475	6,379	+16.3%	Shares	Sole	2022-08-03
2022-03-31	$251,551	5,484	+35.6%	Shares	Sole	2022-04-20
2021-12-31	$219,346	4,044	+64.1%	Shares	Sole	2022-01-21
2020-12-31	$92,979	2,465	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.