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CGC Financial Services, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1992785 LAKE OSWEGO, OR

Position in CARR

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$15,550
+$3,050 QoQ
Shares Held
212
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,489
of 1,618 holders
Holding Since
Jun 2023
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

CGC Financial Services, LLC holds $39,746 across 3 Building Products & Equipment names. CARR ranks #1 (39.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
This page
212 $15,550

All Filings in CARR

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,550 212
2026-03-31 $12,500 222
2025-12-31 $19,762 374
2025-09-30 $31,461 527
2025-06-30 $38,571 527
2025-03-31 $33,411 527
2024-12-31 $46,758 685
2024-09-30 $55,135 685
2024-06-30 $43,209 685
2024-03-31 $39,819 685
2023-12-31 $39,353 685
2023-09-30 $20,976 380
2023-06-30 $18,889 380