YHB Investment Advisors, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1469219 West Hartford, CT

Position in CARR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,255,346

+$750,790 QoQ

Shares Held

44,381

-0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#410

of 1,621 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $11,953,000 across 4 Building Products & Equipment names. CARR ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	21,709	$7,874,939
2	CARR	CARRIER GLOBAL Corp This page	44,381	$3,255,346
3	JCI	Johnson Controls International plc	3,076	$449,434
4	TT	Trane Technologies plc	760	$373,281

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,255,346	44,381	-0.2%	Shares	Sole	2026-07-14
2026-03-31	$2,504,556	44,478	-1.0%	Shares	Sole	2026-04-13
2025-12-31	$2,373,308	44,915	-1.7%	Shares	Sole	2026-01-16
2025-09-30	$2,727,394	45,685	-0.7%	Shares	Sole	2025-10-08
2025-06-30	$3,366,008	45,990	-0.1%	Shares	Sole	2025-07-10
2025-03-31	$2,918,111	46,027	-0.2%	Shares	Sole	2025-04-23
2024-12-31	$3,147,127	46,105	-0.7%	Shares	Sole	2025-01-22
2024-09-30	$3,738,197	46,443	-0.3%	Shares	Sole	2024-10-22
2024-06-30	$2,938,771	46,588	-0.1%	Shares	Sole	2024-08-01
2024-03-31	$2,710,485	46,628	+2.2%	Shares	Sole	2024-08-15
2023-12-31	$2,620,466	45,613	-0.2%	Shares	Sole	2024-01-29
2023-09-30	$2,523,081	45,708	-0.6%	Shares	Sole	2023-10-23
2023-06-30	$2,286,361	45,994	+1.2%	Shares	Sole	2023-08-10
2023-03-31	$2,080,206	45,469	-0.2%	Shares	Sole	2023-05-08
2022-12-31	$1,878,896	45,549	-2.1%	Shares	Sole	2023-01-12
2022-09-30	$1,654,215	46,519	-0.6%	Shares	Sole	2022-11-03
2022-06-30	$1,669,351	46,813	-0.1%	Shares	Sole	2022-07-14
2022-03-31	$2,148,963	46,849	+5.9%	Shares	Sole	2022-04-14
2021-12-31	$2,399,089	44,231	+3.8%	Shares	Sole	2022-01-18
2021-09-30	$2,205,441	42,609	+2.3%	Shares	Sole	2021-10-28
2021-06-30	$2,024,919	41,665	+1.3%	Shares	Sole	2021-07-15
2021-03-31	$1,736,635	41,133	+0.5%	Shares	Sole	2021-04-22
2020-12-31	$1,544,558	40,948	-0.8%	Shares	Sole	2021-01-21
2020-09-30	$1,260,416	41,271	+4.8%	Shares	Sole	2020-11-02
2020-06-30	$875,045	39,381	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.