Fiduciary Alliance LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1954805 GREENVILLE, SC

Position in CARR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$232,812

+$20,415 QoQ

Shares Held

3,174

+9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,198

of 1,624 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fiduciary Alliance LLC holds $2,357,915 across 4 Building Products & Equipment names. CARR ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,371	$1,164,540
2	LII	Lennox International Inc	1,193	$683,529
3	WMS	Advanced Drainage Systems, Inc.	1,765	$277,034
4	CARR	CARRIER GLOBAL Corp This page	3,174	$232,812

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,812	3,174	+9.4%	Shares	Sole	2026-07-20
2025-06-30	$212,397	2,902	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.