Callan Family Office, LLC

Family Office

Position in CARR — CARRIER GLOBAL Corp

CIK 1938970 RADNOR, PA

Position in CARR

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

Position Value

$6,779,813

+$1,729,876 QoQ

Shares Held

92,431

+3.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#303

of 1,624 holders

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Callan Family Office, LLC holds $37,986,148 across 13 Building Products & Equipment names. CARR ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	121,308	$17,724,311
2	CARR	CARRIER GLOBAL Corp This page	92,431	$6,779,813
3	TT	Trane Technologies plc	5,786	$2,841,851
4	CSL	Carlisle Companies Inc	7,136	$2,588,584
5	LII	Lennox International Inc	3,825	$2,191,533
6	AWI	Armstrong World Industries Inc	11,948	$1,916,698
7	LPX	Louisiana-Pacific Corp	19,765	$1,554,714
8	AAON	Aaon, Inc.	4,913	$623,263

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,779,813	92,431	+3.1%	Shares	Sole	2026-08-11
2026-03-31	$5,049,937	89,681	+37.1%	Shares	Sole	2026-05-13
2025-12-31	$3,456,158	65,408	-5.7%	Shares	Sole	2026-02-12
2025-09-30	$4,142,702	69,392	-7.0%	Shares	Sole	2025-11-04
2025-06-30	$5,461,218	74,617	+204.2%	Shares	Sole	2025-07-24
2025-03-31	$1,555,328	24,532	-17.0%	Shares	Sole	2025-05-13
2024-12-31	$2,018,584	29,572	+182.9%	Shares	Sole	2025-02-07
2023-03-31	$478,270	10,454	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.