Position in CSL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$147,126
+$10,226 QoQ
Shares Held
441
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Allworth Financial LP holds $21,390,330 across 27 Building Products & Equipment names. CSL ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
183,461 | $10,330,688 | |
| 2 | TT |
Trane Technologies plc
|
19,827 | $8,262,703 | |
| 3 | JCI |
Johnson Controls International plc
|
10,792 | $1,413,212 | |
| 4 | OC |
Owens Corning
|
2,543 | $275,203 | |
| 5 | AWI |
Armstrong World Industries Inc
|
1,414 | $233,027 | |
| 6 | TREX |
Trex Co Inc
|
4,962 | $180,716 | |
| 7 | CSL |
Carlisle Companies Inc
This page
|
441 | $147,126 | |
| 8 | MAS |
Masco Corp /De/
|
2,147 | $129,614 |
All Filings in CSL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $147,126 | 441 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $136,900 | 428 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $143,755 | 437 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $163,175 | 437 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $57,885 | 170 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $47,211 | 128 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $53,970 | 120 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $47,814 | 118 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $33,699 | 86 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $26,556 | 85 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $11,666 | 45 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,669 | 26 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,556 | 29 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,477 | 19 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $28,041 | 100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,474 | 90 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $737 | 3 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||