BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CSL — Carlisle Companies Inc
CIK 1654599
MORRISTOWN, NJ
Position in CSL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$90,687
+$7,282 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#652
of 791 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $418,042 across 6 Building Products & Equipment names. CSL ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
1,174 | $171,533 | |
| 2 | CSL |
Carlisle Companies Inc
This page
|
250 | $90,687 | |
| 3 | TT |
Trane Technologies plc
|
150 | $73,674 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
845 | $61,980 | |
| 5 | LII |
Lennox International Inc
|
21 | $12,031 | |
| 6 | MAS |
Masco Corp /De/
|
100 | $8,137 |
All Filings in CSL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,687 | 250 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $83,405 | 250 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||