TRED AVON FAMILY WEALTH, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 2094435 EASTON, MD

Position in CARR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$345,845

+$95,379 QoQ

Shares Held

4,715

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,017

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

TRED AVON FAMILY WEALTH, LLC holds $2,553,503 across 3 Building Products & Equipment names. CARR ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	3,658	$1,796,663
2	CSL	Carlisle Companies Inc	1,133	$410,995
3	CARR	CARRIER GLOBAL Corp This page	4,715	$345,845

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,845	4,715	+6.0%	Shares	Sole	2026-08-10
2026-03-31	$250,466	4,448	-3.5%	Shares	Sole	2026-04-22
2025-12-31	$243,486	4,608	+6.2%	Shares	Sole	2026-01-27
2025-09-30	$258,918	4,337	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.