Position in CSL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,678,850
+$1,444,546 QoQ
Shares Held
15,655
+23.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#181
of 791 holders
Holding Since
Dec 2021
19 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, 2026Creative Planning holds $210,328,294 across 26 Building Products & Equipment names. CSL ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
105,874 | $52,001,073 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
542,319 | $39,779,098 | |
| 3 | JCI |
Johnson Controls International plc
|
227,916 | $33,300,806 | |
| 4 | TREX |
Trex Co Inc
|
268,132 | $13,417,325 | |
| 5 | OC |
Owens Corning
|
67,186 | $10,679,886 | |
| 6 | MAS |
Masco Corp /De/
|
114,372 | $9,306,449 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
36,901 | $9,047,017 | |
| 8 | CSL |
Carlisle Companies Inc
This page
|
15,655 | $5,678,850 |
All Filings in CSL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,678,850 | 15,655 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,234,304 | 12,692 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,153,819 | 9,860 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,632,337 | 8,002 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,223,561 | 8,633 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,874,501 | 8,442 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,245,497 | 6,088 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,708,394 | 6,022 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,435,311 | 6,010 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,122,259 | 5,416 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,079,445 | 3,455 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $764,816 | 2,950 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $734,701 | 2,864 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $481,303 | 2,129 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $438,309 | 1,860 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $596,712 | 2,128 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $340,973 | 1,429 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $279,365 | 1,136 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $262,759 | 1,059 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||