Root Financial Partners, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1977181 ENCINITAS, CA

Position in CARR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$238,460

+$72,459 QoQ

Shares Held

3,251

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,183

of 1,618 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $930,604 across 3 Building Products & Equipment names. CARR ranks #3 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	2,616	$382,223
2	TT	Trane Technologies plc	631	$309,921
3	CARR	CARRIER GLOBAL Corp This page	3,251	$238,460

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,460	3,251	+10.3%	Shares	Sole	2026-07-29
2026-03-31	$166,001	2,948	+65.4%	Shares	Sole	2026-04-24
2025-12-31	$94,160	1,782	+46.5%	Shares	Sole	2026-02-10
2025-09-30	$72,595	1,216	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.