Financial Perspectives, Inc

Position in CARR — CARRIER GLOBAL Corp

CIK 2003287 MINNEAPOLIS, MN

Position in CARR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$574,183

+$133,389 QoQ

Shares Held

7,828

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#818

of 1,618 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Financial Perspectives, Inc holds $784,333 across 5 Building Products & Equipment names. CARR ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	7,828	$574,183
2	TT	Trane Technologies plc	225	$110,511
3	BLDR	Builders FirstSource, Inc.	535	$47,871
4	MAS	Masco Corp /De/	580	$47,194
5	APOG	Apogee Enterprises, Inc.	100	$4,574

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,183	7,828	0.0%	Shares	Sole	2026-07-24
2026-03-31	$440,794	7,828	0.0%	Shares	Sole	2026-05-11
2025-12-31	$413,631	7,828	+0.7%	Shares	Sole	2026-01-28
2025-09-30	$464,048	7,773	0.0%	Shares	Sole	2025-10-22
2025-06-30	$568,905	7,773	+24.1%	Shares	Sole	2025-07-30
2025-03-31	$397,010	6,262	+0.0%	Shares	Sole	2025-04-18
2024-12-31	$427,375	6,261	+16.2%	Shares	Sole	2025-02-03
2024-09-30	$433,680	5,388	+7.7%	Shares	Sole	2024-10-17
2024-06-30	$315,463	5,001	+8.6%	Shares	Sole	2024-08-09
2024-03-31	$267,746	4,606	+6.3%	Shares	Sole	2024-04-19
2023-12-31	$249,045	4,335	+1.5%	Shares	Sole	2024-02-01
2023-09-30	$235,648	4,269	+23.3%	Shares	Sole	2024-01-10
2023-06-30	$172,046	3,461	0.0%	Shares	Sole	2024-01-10
2023-03-31	$158,340	3,461	0.0%	Shares	Sole	2024-01-10
2022-12-31	$142,766	3,461	+285.4%	Shares	Sole	2024-01-10
2022-09-30	$31,932	898	0.0%	Shares	Sole	2024-01-10
2022-06-30	$32,022	898	0.0%	Shares	Sole	2024-01-10
2022-03-31	$41,191	898	+148.1%	Shares	Sole	2024-01-10
2021-12-31	$19,634	362	0.0%	Shares	Sole	2024-01-10
2021-09-30	$18,737	362	-7.2%	Shares	Sole	2024-01-10
2021-06-30	$18,954	390	-97.6%	Shares	Sole	2024-01-10
2021-03-31	$390	16,466	+4122.1%	Shares	Sole	2024-01-10
2020-12-31	$14,710	390	+7.7%	Shares	Sole	2024-01-10
2020-09-30	$11,055	362	0.0%	Shares	Sole	2024-01-10
2020-06-30	$8,043	362	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.