Pacific Excel Wealth Advisors, Inc.
Position in CARR — CARRIER GLOBAL Corp
CIK 2110884
WALNUT CREEK, CA
Position in CARR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$255,196
New position
Shares Held
4,532
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $559,199 across 1 Building Products & Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
|
976 | $559,199 |
All Filings in CARR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,196 | 4,532 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||