CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in CSL — Carlisle Companies Inc
CIK 1766904
RICHMOND, VA
Position in CSL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$162,871
+$8,408 QoQ
Shares Held
449
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#633
of 791 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,402,349 across 6 Building Products & Equipment names. CSL ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,217 | $597,736 | |
| 2 | JCI |
Johnson Controls International plc
|
2,508 | $366,439 | |
| 3 | CSL |
Carlisle Companies Inc
This page
|
449 | $162,871 | |
| 4 | MAS |
Masco Corp /De/
|
1,517 | $123,434 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
1,114 | $81,709 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
1,278 | $70,160 |
All Filings in CSL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,871 | 449 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $154,463 | 463 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $129,861 | 406 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $139,806 | 425 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $154,587 | 414 | Shares | Other | 2025-08-13 | |
| 2024-06-30 | $331,865 | 819 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $408,699 | 1,043 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $286,496 | 917 | Shares | Other | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||