Position in CSL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$814,736
+$432,408 QoQ
Shares Held
2,246
+96.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#407
of 792 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026WBH ADVISORY INC holds $2,307,862 across 2 Building Products & Equipment names. CSL ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
3,040 | $1,493,126 | |
| 2 | CSL |
Carlisle Companies Inc
This page
|
2,246 | $814,736 |
All Filings in CSL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,736 | 2,246 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $382,328 | 1,146 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $366,559 | 1,146 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $376,988 | 1,146 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $427,916 | 1,146 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $390,553 | 1,147 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||