BURNEY CO/

Position in CARR — CARRIER GLOBAL Corp

CIK 940445 RESTON, VA

Position in CARR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,365,410

-$358,182 QoQ

Shares Held

18,615

-39.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#577

of 1,618 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

BURNEY CO/ holds $10,437,724 across 7 Building Products & Equipment names. CARR ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	10,198	$3,699,324
2	TT	Trane Technologies plc	5,468	$2,685,662
3	JCI	Johnson Controls International plc	12,328	$1,801,244
4	CARR	CARRIER GLOBAL Corp This page	18,615	$1,365,410
5	MAS	Masco Corp /De/	4,873	$396,516
6	APOG	Apogee Enterprises, Inc.	5,400	$246,996
7	OC	Owens Corning	1,526	$242,572

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,365,410	18,615	-39.2%	Shares	Sole	2026-07-15
2026-03-31	$1,723,592	30,609	+43.5%	Shares	Sole	2026-04-29
2025-12-31	$1,127,341	21,335	+2.9%	Shares	Sole	2026-01-23
2025-09-30	$1,237,939	20,736	-0.8%	Shares	Sole	2025-10-16
2025-06-30	$1,530,110	20,906	-6.0%	Shares	Sole	2025-08-05
2025-03-31	$1,409,508	22,232	-1.4%	Shares	Sole	2025-05-06
2024-12-31	$1,538,716	22,542	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$1,804,746	22,422	-1.9%	Shares	Sole	2024-10-18
2024-06-30	$1,441,504	22,852	-4.4%	Shares	Sole	2024-07-29
2024-03-31	$1,389,713	23,907	-3.6%	Shares	Sole	2024-05-22
2023-12-31	$1,424,357	24,793	-8.6%	Shares	Sole	2024-02-12
2023-09-30	$1,497,576	27,130	-4.8%	Shares	Sole	2023-11-08
2023-06-30	$1,417,281	28,511	-6.8%	Shares	Sole	2023-08-09
2023-03-31	$1,399,995	30,601	-2.8%	Shares	Sole	2023-05-10
2022-12-31	$1,298,426	31,477	-4.5%	Shares	Sole	2023-02-06
2022-09-30	$1,171,950	32,957	-8.1%	Shares	Sole	2022-11-15
2022-06-30	$1,279,373	35,877	+4.9%	Shares	Sole	2022-08-12
2022-03-31	$1,568,295	34,190	-4.3%	Shares	Sole	2022-05-09
2021-12-31	$1,938,103	35,732	-2.9%	Shares	Sole	2022-02-11
2021-09-30	$1,904,768	36,800	-22.3%	Shares	Sole	2021-11-12
2021-06-30	$2,300,335	47,332	-5.3%	Shares	Sole	2021-08-06
2021-03-31	$2,109,564	49,966	-15.5%	Shares	Sole	2021-05-13
2020-12-31	$2,231,100	59,149	-5.4%	Shares	Sole	2021-02-11
2020-09-30	$1,909,635	62,529	-18.4%	Shares	Sole	2020-12-14
2020-06-30	$1,703,562	76,668	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.