MONECO ADVISORS, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1765690 FAIRFIELD, CT

Position in CARR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$251,590

+$6,331 QoQ

Shares Held

3,430

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,155

of 1,618 holders

Holding Since

Mar 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $1,762,251 across 4 Building Products & Equipment names. CARR ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	1,478	$725,934
2	JCI	Johnson Controls International plc	3,473	$507,440
3	SPXC	SPX Technologies, Inc.	1,131	$277,287
4	CARR	CARRIER GLOBAL Corp This page	3,430	$251,590

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,590	3,430	+2.4%	Shares	Sole	2026-08-11
2025-06-30	$245,259	3,351	-7.5%	Shares	Sole	2025-08-13
2025-03-31	$229,761	3,624	+9.9%	Shares	Sole	2025-08-15
2024-12-31	$225,053	3,297	-19.2%	Shares	Sole	2025-08-15
2024-09-30	$328,560	4,082	+10.1%	Shares	Sole	2024-10-25
2024-06-30	$233,837	3,707	+5.7%	Shares	Sole	2024-07-19
2024-03-31	$203,920	3,508	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.