UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CSL — Carlisle Companies Inc
CIK 1463217
IRVING, TX
Position in CSL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$409,182
+$73,227 QoQ
Shares Held
1,128
+12.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#500
of 792 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $16,551,590 across 11 Building Products & Equipment names. CSL ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
30,999 | $4,529,263 | |
| 2 | TT |
Trane Technologies plc
|
8,805 | $4,324,663 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
39,552 | $2,901,139 | |
| 4 | MAS |
Masco Corp /De/
|
17,612 | $1,433,088 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
8,235 | $736,867 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
4,510 | $707,889 | |
| 7 | OC |
Owens Corning
|
2,807 | $446,200 | |
| 8 | CSL |
Carlisle Companies Inc
This page
|
1,128 | $409,182 |
All Filings in CSL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,182 | 1,128 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $335,955 | 1,007 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $216,865 | 678 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $213,166 | 648 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $251,671 | 674 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $228,816 | 672 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $216,877 | 588 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $273,897 | 609 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $245,152 | 605 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $245,298 | 626 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $215,576 | 690 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||