SEC 13F Intelligence

Steigerwald, Gordon & Koch Inc. / CARR

Steigerwald, Gordon & Koch Inc.’s Carrier Global Corporation Position

Does Steigerwald, Gordon & Koch Inc. own Carrier Global Corporation (CARR)? Yes — 296.2K shares worth $17M (+1.71% of its 13F portfolio) as of Q1 2026, down from 297.3K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
296.2K
% of Portfolio
+1.71%
Quarters Held
24
currently held

Position History CARR

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q3 ’20: $5MQ4 ’20: $8MQ1 ’21: $10MQ1 ’21Q2 ’21: $12MQ3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $12MQ2 ’22: $9MQ3 ’22: $10MQ3 ’22Q4 ’22: $11MQ1 ’23: $13MQ2 ’23: $14MQ2 ’23Q3 ’23: $16MQ4 ’23: $17MQ1 ’24: $17MQ1 ’24Q2 ’24: $19MQ3 ’24: $25MQ4 ’24: $21MQ4 ’24Q1 ’25: $19MQ2 ’25: $22MQ3 ’25: $18MQ3 ’25Q4 ’25: $16MQ1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026296.2K$17M+1.71%
Q4 2025297.3K$16M+1.51%
Q3 2025304.4K$18M+1.74%
Q2 2025304.6K$22M+2.35%
Q1 2025303.9K$19M+2.15%
Q4 2024305.7K$21M+2.36%
Q3 2024310.1K$25M+2.72%
Q2 2024305.6K$19M+2.33%
Q1 2024297.4K$17M+2.15%
Q4 2023295.2K$17M+2.29%
Q3 2023294.3K$16M+2.48%
Q2 2023291.1K$14M+2.12%
Q1 2023286.3K$13M+1.96%
Q4 2022278.4K$11M+1.83%
Q3 2022272.6K$10M+1.78%
Q2 2022263.0K$9M+1.63%
Q1 2022259.0K$12M+1.81%
Q4 2021254.5K$14M+2.08%
Q3 2021247.6K$13M+2.10%
Q2 2021243.5K$12M+1.96%
Q1 2021228.5K$10M+1.79%
Q4 2020215.9K$8M+1.65%
Q3 2020172.5K$5M+1.25%
Q2 2020102.7K$2M+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Steigerwald, Gordon & Koch Inc.’s full portfolio or all institutional holders of CARR.