Wilkerson Advisory Group LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 2079661 COLUMBIA, MO

Position in CARR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$129,389

+$107,034 QoQ

Shares Held

1,764

+344.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,317

of 1,624 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $269,898 across 5 Building Products & Equipment names. CARR ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	1,764	$129,389
2	JCI	Johnson Controls International plc	691	$100,962
3	TT	Trane Technologies plc	58	$28,487
4	CSL	Carlisle Companies Inc	30	$10,882
5	BLDR	Builders FirstSource, Inc.	2	$178

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,389	1,764	+344.3%	Shares	Sole	2026-07-21
2026-03-31	$22,355	397	+125.6%	Shares	Sole	2026-05-08
2025-12-31	$9,299	176	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.