SEC 13F Intelligence

American Trust Investment Advisors, LLC / CARR

American Trust Investment Advisors, LLC’s Carrier Global Corporation Position

Does American Trust Investment Advisors, LLC own Carrier Global Corporation (CARR)? Yes — 87.2K shares worth $5M (+2.71% of its 13F portfolio) as of Q1 2026, up from 86.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
87.2K
% of Portfolio
+2.71%
Quarters Held
3
currently held

Position History CARR

Reported value by quarter
Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202687.2K$5M+2.71%
Q4 202586.3K$5M+2.44%
Q3 202584.8K$5M+2.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of CARR.