YHB Investment Advisors, Inc.

Position in CSL — Carlisle Companies Inc

CIK 1469219 West Hartford, CT

Position in CSL

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

Position Value

$7,874,939

+$748,149 QoQ

Shares Held

21,709

+1.6% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#148

of 792 holders

Holding Since

Mar 2020

26 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. CSL ranks #1 (65.9% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,874,939	21,709	+1.6%	Shares	Sole	2026-07-14
2026-03-31	$7,126,790	21,362	+4.3%	Shares	Sole	2026-04-13
2025-12-31	$6,550,093	20,478	+0.9%	Shares	Sole	2026-01-16
2025-09-30	$6,676,243	20,295	+3.3%	Shares	Sole	2025-10-08
2025-06-30	$7,332,829	19,638	+2.6%	Shares	Sole	2025-07-10
2025-03-31	$6,515,127	19,134	+3.1%	Shares	Sole	2025-04-23
2024-12-31	$6,843,457	18,554	+1.9%	Shares	Sole	2025-01-22
2024-09-30	$8,190,397	18,211	+0.4%	Shares	Sole	2024-10-22
2024-06-30	$7,350,104	18,139	-0.8%	Shares	Sole	2024-08-01
2024-03-31	$7,167,720	18,292	+1.9%	Shares	Sole	2024-08-15
2023-12-31	$5,608,118	17,950	+0.2%	Shares	Sole	2024-01-29
2023-09-30	$4,645,679	17,919	+0.0%	Shares	Sole	2023-10-23
2023-06-30	$4,595,221	17,913	+0.6%	Shares	Sole	2023-08-10
2023-03-31	$4,026,532	17,811	+1.0%	Shares	Sole	2023-05-08
2022-12-31	$4,157,337	17,642	+0.7%	Shares	Sole	2023-01-12
2022-09-30	$4,913,624	17,523	-1.4%	Shares	Sole	2022-11-03
2022-06-30	$4,240,099	17,770	-1.4%	Shares	Sole	2022-07-14
2022-03-31	$4,433,445	18,028	-4.6%	Shares	Sole	2022-04-14
2021-12-31	$4,686,490	18,888	+0.5%	Shares	Sole	2022-01-18
2021-09-30	$3,735,462	18,791	+2.6%	Shares	Sole	2021-10-28
2021-06-30	$3,504,741	18,313	+4.3%	Shares	Sole	2021-07-15
2021-03-31	$2,890,847	17,565	-2.5%	Shares	Sole	2021-04-22
2020-12-31	$2,813,738	18,016	+1.2%	Shares	Sole	2021-01-21
2020-09-30	$2,178,797	17,805	-6.4%	Shares	Sole	2020-11-02
2020-06-30	$2,276,482	19,023	+39.6%	Shares	Sole	2020-07-20
2020-03-31	$1,706,940	13,625	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.