Private Wealth Asset Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1883006 OMAHA, NE

Position in CARR

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

Position Value

$752,864

+$174,899 QoQ

Shares Held

10,264

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#740

of 1,618 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $911,769 across 5 Building Products & Equipment names. CARR ranks #1 (82.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	10,264	$752,864
2	JCI	Johnson Controls International plc	524	$76,561
3	TT	Trane Technologies plc	123	$60,412
4	OC	Owens Corning	130	$20,664
5	AAON	Aaon, Inc.	10	$1,268

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,864	10,264	0.0%	Shares	Sole	2026-08-11
2026-03-31	$577,965	10,264	-0.0%	Shares	Sole	2026-05-06
2025-12-31	$542,613	10,269	0.0%	Shares	Sole	2026-02-10
2025-09-30	$613,059	10,269	0.0%	Shares	Sole	2025-11-03
2025-06-30	$751,588	10,269	-0.5%	Shares	Sole	2025-07-28
2025-03-31	$654,414	10,322	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.