JACKSON THORNTON WEALTH MANAGEMENT, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1903880 MONTGOMERY, AL

Position in CARR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$319,879

+$106,690 QoQ

Shares Held

4,361

+15.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,051

of 1,621 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $1,625,940 across 5 Building Products & Equipment names. CARR ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OC	Owens Corning	2,631	$418,222
2	JCI	Johnson Controls International plc	2,747	$401,363
3	CARR	CARRIER GLOBAL Corp This page	4,361	$319,879
4	TREX	Trex Co Inc	5,511	$275,769
5	TT	Trane Technologies plc	429	$210,707

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$319,879	4,361	+15.2%	Shares	Other	2026-08-06
2026-03-31	$213,189	3,786	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.