BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in CARR — CARRIER GLOBAL Corp

CIK 911274 CANTON, OH

Position in CARR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,629,763

+$385,425 QoQ

Shares Held

22,219

+0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#530

of 1,624 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $8,908,154 across 5 Building Products & Equipment names. CARR ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	9,968	$4,895,882
2	JCI	Johnson Controls International plc	13,224	$1,932,158
3	CARR	CARRIER GLOBAL Corp This page	22,219	$1,629,763
4	TREX	Trex Co Inc	4,543	$227,331
5	OC	Owens Corning	1,403	$223,020

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,629,763	22,219	+0.5%	Shares	Sole	2026-07-29
2026-03-31	$1,244,338	22,098	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$1,166,918	22,084	+11.0%	Shares	Sole	2026-02-05
2025-09-30	$1,187,671	19,894	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$1,451,650	19,834	+6.9%	Shares	Sole	2025-08-07
2025-03-31	$1,176,006	18,549	-1.8%	Shares	Sole	2025-04-08
2024-12-31	$1,289,226	18,887	-1.9%	Shares	Sole	2025-01-28
2024-09-30	$1,548,949	19,244	-0.8%	Shares	Sole	2024-10-22
2024-06-30	$1,223,436	19,395	-0.2%	Shares	Sole	2024-07-03
2024-03-31	$1,129,814	19,436	-0.2%	Shares	Sole	2024-04-08
2023-12-31	$1,118,781	19,474	+0.9%	Shares	Sole	2024-01-09
2023-09-30	$1,064,973	19,293	-0.4%	Shares	Sole	2023-10-10
2023-06-30	$962,683	19,366	+47.1%	Shares	Sole	2023-07-11
2023-03-31	$602,161	13,162	+4.8%	Shares	Sole	2023-04-11
2022-12-31	$518,141	12,561	+0.6%	Shares	Sole	2023-01-17
2022-09-30	$443,824	12,481	+2.4%	Shares	Sole	2022-10-06
2022-06-30	$434,517	12,185	+0.8%	Shares	Sole	2022-07-11
2022-03-31	$554,338	12,085	0.0%	Shares	Sole	2022-04-12
2021-12-31	$655,490	12,085	+6.7%	Shares	Sole	2022-01-10
2021-09-30	$586,492	11,331	+2.5%	Shares	Sole	2021-10-08
2021-06-30	$537,370	11,057	-2.5%	Shares	Sole	2021-07-08
2021-03-31	$478,563	11,335	-4.2%	Shares	Sole	2021-04-23
2020-12-31	$446,416	11,835	-0.2%	Shares	Sole	2021-01-20
2020-09-30	$362,296	11,863	+1.4%	Shares	Sole	2020-10-08
2020-06-30	$259,929	11,698	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.