Cyndeo Wealth Partners, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1950947 ST. PETERSBURG, FL

Position in CARR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$394,916

New position

Shares Held

5,384

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#962

of 1,624 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $8,382,340 across 5 Building Products & Equipment names. CARR ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	14,743	$7,241,171
2	JCI	Johnson Controls International plc	3,204	$468,136
3	CARR	CARRIER GLOBAL Corp This page	5,384	$394,916
4	CSL	Carlisle Companies Inc	609	$220,914
5	JBI	Janus International Group, Inc.	10,307	$57,203

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,916	5,384	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.