Position in CSL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$13,059
+$382 QoQ
Shares Held
36
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#702
of 791 holders
Holding Since
Mar 2020
25 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, 2026JFS WEALTH ADVISORS, LLC holds $339,614 across 18 Building Products & Equipment names. CSL ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
1,271 | $93,227 | |
| 2 | TT |
Trane Technologies plc
|
158 | $77,603 | |
| 3 | JCI |
Johnson Controls International plc
|
359 | $52,453 | |
| 4 | LII |
Lennox International Inc
|
40 | $22,918 | |
| 5 | CSL |
Carlisle Companies Inc
This page
|
36 | $13,059 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
52 | $12,748 | |
| 7 | MAS |
Masco Corp /De/
|
146 | $11,880 | |
| 8 | OC |
Owens Corning
|
61 | $9,696 |
All Filings in CSL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,059 | 36 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $12,677 | 38 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,232 | 57 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,474 | 44 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,429 | 44 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,982 | 44 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,228 | 44 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,789 | 44 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $17,424 | 43 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $16,849 | 43 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,434 | 43 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,888 | 42 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,978 | 35 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,138 | 36 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $11,782 | 50 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,983 | 57 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $13,839 | 58 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,099 | 37 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,969 | 16 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $509,070 | 2,660 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $437,782 | 2,660 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $415,438 | 2,660 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $325,504 | 2,660 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $318,322 | 2,660 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $333,244 | 2,660 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||