Position in CSL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,176
+$1,808 QoQ
Shares Held
6
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#760
of 792 holders
Holding Since
Dec 2024
2 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, 2026HHM Wealth Advisors, LLC holds $424,535 across 8 Building Products & Equipment names. CSL ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
2,065 | $151,467 | |
| 2 | JCI |
Johnson Controls International plc
|
819 | $119,664 | |
| 3 | TT |
Trane Technologies plc
|
182 | $89,391 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
107 | $26,233 | |
| 5 | LPX |
Louisiana-Pacific Corp
|
316 | $24,856 | |
| 6 | TREX |
Trex Co Inc
|
153 | $7,656 | |
| 7 | MAS |
Masco Corp /De/
|
38 | $3,092 | |
| 8 | CSL |
Carlisle Companies Inc
This page
|
6 | $2,176 |
All Filings in CSL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176 | 6 | Shares | Sole | 2026-07-13 | |
| 2024-12-31 | $368 | 1 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||