Position in CSL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,088
-$1,893 QoQ
Shares Held
3
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 792 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $99,191 across 14 Building Products & Equipment names. CSL ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
71 | $34,872 | |
| 2 | JCI |
Johnson Controls International plc
|
232 | $33,897 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
266 | $19,511 | |
| 4 | MAS |
Masco Corp /De/
|
32 | $2,603 | |
| 5 | OC |
Owens Corning
|
15 | $2,384 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
12 | $1,883 | |
| 7 | LII |
Lennox International Inc
|
2 | $1,145 | |
| 8 | CSL |
Carlisle Companies Inc
This page
|
3 | $1,088 |
All Filings in CSL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088 | 3 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $2,981 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,870 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,468 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $2,342 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,835 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,795 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,879 | 15 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||