Concurrent Investment Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 2001015 Tampa, FL

Position in CARR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,853,333

+$486,071 QoQ

Shares Held

25,267

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#505

of 1,636 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $31,576,228 across 10 Building Products & Equipment names. CARR ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	125,639	$18,357,114
2	TT	Trane Technologies plc	13,875	$6,814,844
3	CARR	CARRIER GLOBAL Corp This page	25,267	$1,853,333
4	MAS	Masco Corp /De/	14,506	$1,180,352
5	LII	Lennox International Inc	1,700	$974,014
6	OC	Owens Corning	5,744	$913,065
7	CSL	Carlisle Companies Inc	2,469	$895,629
8	SPXC	SPX Technologies, Inc.	1,651	$404,775

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,853,333	25,267	+4.1%	Shares	Sole	2026-07-27
2026-03-31	$1,367,262	24,281	-5.0%	Shares	Sole	2026-04-21
2025-12-31	$1,350,537	25,559	-27.7%	Shares	Sole	2026-01-29
2025-09-30	$2,111,768	35,373	-0.4%	Shares	Sole	2025-10-27
2025-06-30	$2,600,001	35,524	+4.4%	Shares	Sole	2025-07-25
2025-03-31	$2,156,931	34,021	+24.0%	Shares	Sole	2025-04-29
2024-12-31	$1,872,986	27,439	-12.9%	Shares	Sole	2025-02-03
2024-09-30	$2,534,227	31,485	+2.7%	Shares	Sole	2024-10-30
2024-06-30	$1,934,600	30,669	+19.0%	Shares	Sole	2024-07-30
2024-03-31	$1,497,719	25,765	+155.5%	Shares	Sole	2024-05-07
2023-12-31	$579,440	10,086	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.