OneDigital Investment Advisors LLC
Position in CSL — Carlisle Companies Inc
CIK 1690370
OVERLAND PARK, KS
Position in CSL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$324,298
-$212,830 QoQ
Shares Held
894
-44.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#532
of 792 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026OneDigital Investment Advisors LLC holds $10,292,168 across 10 Building Products & Equipment names. CSL ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
5,994 | $2,944,013 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
30,288 | $2,221,624 | |
| 3 | JCI |
Johnson Controls International plc
|
7,724 | $1,128,553 | |
| 4 | MAS |
Masco Corp /De/
|
12,755 | $1,037,874 | |
| 5 | GFF |
Griffon Corp
|
9,848 | $960,475 | |
| 6 | NPKI |
NPK International Inc.
|
38,391 | $610,800 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
2,296 | $562,910 | |
| 8 | CSL |
Carlisle Companies Inc
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|
894 | $324,298 |
All Filings in CSL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,298 | 894 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $537,128 | 1,610 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,125,267 | 3,518 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $980,629 | 2,981 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,352,828 | 3,623 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $974,170 | 2,861 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $235,319 | 638 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $520,810 | 1,158 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||