Soltis Investment Advisors LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1802530 ST. GEORGE, UT

Position in CARR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,125,042

+$315,474 QoQ

Shares Held

15,338

+6.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#627

of 1,624 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Industrials · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $2,553,284 across 4 Building Products & Equipment names. CARR ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	15,338	$1,125,042
2	JCI	Johnson Controls International plc	4,879	$712,870
3	OC	Owens Corning	2,322	$369,105
4	TT	Trane Technologies plc	705	$346,267

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,125,042	15,338	+6.7%	Shares	Sole	2026-07-31
2026-03-31	$809,568	14,377	+11.8%	Shares	Sole	2026-04-27
2025-12-31	$679,258	12,855	-0.4%	Shares	Sole	2026-04-02
2025-09-30	$770,727	12,910	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$958,642	13,098	-0.5%	Shares	Sole	2025-08-06
2025-03-31	$834,978	13,170	+1.6%	Shares	Sole	2025-05-13
2024-12-31	$884,786	12,962	+1.8%	Shares	Sole	2025-01-29
2024-09-30	$1,024,637	12,730	+5.1%	Shares	Sole	2025-01-03
2024-06-30	$764,214	12,115	+2.6%	Shares	Sole	2024-08-12
2024-03-31	$686,631	11,812	-0.4%	Shares	Sole	2024-05-29
2023-12-31	$681,127	11,856	+1.2%	Shares	Sole	2024-01-26
2023-09-30	$646,557	11,713	+1.5%	Shares	Sole	2023-11-08
2023-06-30	$573,454	11,536	+0.0%	Shares	Sole	2023-08-09
2023-03-31	$527,634	11,533	+0.0%	Shares	Sole	2023-05-03
2022-12-31	$475,612	11,530	-0.2%	Shares	Sole	2023-02-09
2022-09-30	$410,895	11,555	+100.3%	Shares	Sole	2022-11-14
2022-06-30	$205,686	5,768	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$264,257	5,761	-1.6%	Shares	Sole	2022-05-06
2021-12-31	$317,575	5,855	-3.5%	Shares	Sole	2022-02-09
2021-09-30	$313,924	6,065	+0.6%	Shares	Sole	2021-11-09
2021-06-30	$293,058	6,030	-3.0%	Shares	Sole	2021-08-04
2021-03-31	$262,566	6,219	+0.3%	Shares	Sole	2021-05-11
2020-12-31	$233,826	6,199	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.