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Trifecta Capital Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1962615 NORTHBROOK, IL

Position in CARR

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$1,100
-$750 QoQ
Shares Held
15
-51.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,602
of 1,621 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $676,705 across 5 Building Products & Equipment names. CARR ranks #4 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CARR
CARRIER GLOBAL Corp
This page
15 $1,100

All Filings in CARR

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,100 15
2025-09-30 $1,850 31
2025-06-30 $2,268 31
2025-03-31 $1,965 31
2024-12-31 $2,116 31
2024-09-30 $2,495 31
2024-06-30 $1,955 31
2024-03-31 $1,802 31
2023-12-31 $1,780 31
2023-09-30 $1,711 31
2023-06-30 $1,541 31
2023-03-31 $1,418 31
2022-12-31 $1,278 31