Global Retirement Partners, LLC
PensionPosition in CSL — Carlisle Companies Inc
CIK 1749744
San Rafael, CA
Position in CSL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$394,672
+$344,774 QoQ
Shares Held
1,088
+597.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#505
of 792 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $10,723,297 across 24 Building Products & Equipment names. CSL ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
6,044 | $2,968,571 | |
| 2 | JCI |
Johnson Controls International plc
|
19,520 | $2,852,067 | |
| 3 | AAON |
Aaon, Inc.
|
13,581 | $1,722,885 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
17,289 | $1,268,148 | |
| 5 | MAS |
Masco Corp /De/
|
6,155 | $500,832 | |
| 6 | CSL |
Carlisle Companies Inc
This page
|
1,088 | $394,672 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
1,180 | $289,300 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
|
1,507 | $236,538 |
All Filings in CSL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,672 | 1,088 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $49,898 | 156 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,895 | 24 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,841 | 21 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $8,483 | 23 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,846 | 13 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,078 | 15 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,134 | 8 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,562 | 5 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $777 | 3 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $256 | 1 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $226 | 1 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,178 | 5 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,402 | 5 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,193 | 5 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $983 | 4 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||