Global Retirement Partners, LLC
PensionPosition in CARR — CARRIER GLOBAL Corp
CIK 1749744
San Rafael, CA
Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,268,148
+$528,177 QoQ
Shares Held
17,289
+23.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#602
of 1,624 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $10,723,297 across 24 Building Products & Equipment names. CARR ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
6,044 | $2,968,571 | |
| 2 | JCI |
Johnson Controls International plc
|
19,520 | $2,852,067 | |
| 3 | AAON |
Aaon, Inc.
|
13,581 | $1,722,885 | |
| 4 | CARR |
CARRIER GLOBAL Corp
This page
|
17,289 | $1,268,148 | |
| 5 | MAS |
Masco Corp /De/
|
6,155 | $500,832 | |
| 6 | CSL |
Carlisle Companies Inc
|
1,088 | $394,672 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
1,180 | $289,300 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
|
1,507 | $236,538 |
All Filings in CARR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,268,148 | 17,289 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $739,971 | 14,004 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $607,029 | 10,168 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $417,695 | 5,707 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $255,155 | 3,738 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $318,579 | 3,958 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $219,896 | 3,486 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $242,053 | 4,164 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $235,372 | 4,097 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $175,977 | 3,188 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $141,424 | 2,845 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $131,805 | 2,881 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $114,881 | 2,785 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $89,042 | 2,504 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $90,148 | 2,528 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $106,601 | 2,324 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $76,656 | 1,481 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $69,352 | 1,427 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $64,258 | 1,522 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $58,805 | 1,559 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $55,216 | 1,808 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $59,216 | 2,665 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||