IFG Advisory, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1728319 ATLANTA, GA

Position in CARR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$222,030

+$4,583 QoQ

Shares Held

3,027

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,224

of 1,621 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Industrials · as of Jun 30, 2026

IFG Advisory, LLC holds $7,388,342 across 10 Building Products & Equipment names. CARR ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	35,612	$5,203,269
2	TT	Trane Technologies plc	1,817	$892,437
3	TREX	Trex Co Inc	17,299	$865,641
4	CARR	CARRIER GLOBAL Corp This page	3,027	$222,030
5	LII	Lennox International Inc	115	$65,889
6	MAS	Masco Corp /De/	609	$49,554
7	WMS	Advanced Drainage Systems, Inc.	300	$47,088
8	FBIN	Fortune Brands Innovations, Inc.	656	$36,014

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,030	3,027	+1.9%	Shares	Sole	2026-08-14
2025-06-30	$217,447	2,971	-45.0%	Shares	Sole	2025-08-04
2024-12-31	$368,672	5,401	+0.4%	Shares	Sole	2025-02-14
2024-06-30	$339,181	5,377	+9.8%	Shares	Sole	2024-07-30
2022-03-31	$224,579	4,896	+2.5%	Shares	Sole	2022-05-04
2021-12-31	$259,050	4,776	-2.5%	Shares	Sole	2022-02-14
2021-09-30	$253,468	4,897	-4.6%	Shares	Sole	2021-10-12
2021-06-30	$249,366	5,131	-43.6%	Shares	Sole	2021-07-21
2021-03-31	$384,244	9,101	-6.4%	Shares	Sole	2021-04-19
2020-12-31	$366,940	9,728	-5.9%	Shares	Sole	2021-02-08
2020-09-30	$315,569	10,333	-2.3%	Shares	Sole	2020-11-02
2020-06-30	$234,887	10,571	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.