Summit Financial, LLC

Position in CSL — Carlisle Companies Inc

CIK 1765536 PARSIPPANY, NJ

Position in CSL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,970,559

+$388,674 QoQ

Shares Held

8,189

+5.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#247

of 792 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $14,044,233 across 5 Building Products & Equipment names. CSL ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	9,602	$4,716,118
2	MAS	Masco Corp /De/	48,128	$3,916,175
3	CSL	Carlisle Companies Inc This page	8,189	$2,970,559
4	JCI	Johnson Controls International plc	9,200	$1,344,212
5	CARR	CARRIER GLOBAL Corp	14,958	$1,097,169

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,970,559	8,189	+5.8%	Shares	Sole	2026-08-12
2026-03-31	$2,581,885	7,739	+10.4%	Shares	Sole	2026-05-15
2025-12-31	$2,241,898	7,009	+2.1%	Shares	Sole	2026-02-13
2025-09-30	$2,257,652	6,863	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$2,568,618	6,879	+4.1%	Shares	Sole	2025-08-13
2025-03-31	$2,250,705	6,610	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.