NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in CSL — Carlisle Companies Inc

CIK 1109767 CEDAR RAPIDS, IA

Position in CSL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$413,172

+$47,191 QoQ

Shares Held

1,139

+3.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#496

of 791 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $3,709,928 across 4 Building Products & Equipment names. CSL ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	4,893	$2,403,245
2	JCI	Johnson Controls International plc	4,663	$681,310
3	CSL	Carlisle Companies Inc This page	1,139	$413,172
4	CARR	CARRIER GLOBAL Corp	2,893	$212,201

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,172	1,139	+3.8%	Shares	Sole	2026-07-23
2026-03-31	$365,981	1,097	-4.7%	Shares	Sole	2026-04-15
2025-12-31	$368,158	1,151	-6.8%	Shares	Sole	2026-01-26
2025-09-30	$406,265	1,235	+1.1%	Shares	Sole	2025-10-28
2025-06-30	$456,294	1,222	-2.3%	Shares	Sole	2025-08-11
2025-03-31	$425,965	1,251	-18.7%	Shares	Sole	2025-05-13
2024-12-31	$567,275	1,538	-19.4%	Shares	Sole	2025-01-30
2020-03-31	$239,159	1,909	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.