| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL Corp | Chairman and CEO, Director | $74.8M | Feb 6, 2025 | ||
| BA, BA-PA | BOEING CO | Director | $959K | Oct 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|