Summit Financial, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1765536 PARSIPPANY, NJ

Position in CARR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,097,169

+$284,841 QoQ

Shares Held

14,958

+3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#632

of 1,618 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $14,044,233 across 5 Building Products & Equipment names. CARR ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	9,602	$4,716,118
2	MAS	Masco Corp /De/	48,128	$3,916,175
3	CSL	Carlisle Companies Inc	8,189	$2,970,559
4	JCI	Johnson Controls International plc	9,200	$1,344,212
5	CARR	CARRIER GLOBAL Corp This page	14,958	$1,097,169

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,097,169	14,958	+3.7%	Shares	Sole	2026-08-12
2026-03-31	$812,328	14,426	+2.9%	Shares	Sole	2026-05-15
2025-12-31	$740,711	14,018	-10.5%	Shares	Sole	2026-02-13
2025-09-30	$935,200	15,665	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.