Advisor OS, LLC

Position in CSL — Carlisle Companies Inc

CIK 1767580 CHICAGO, IL

Position in CSL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$635,172

+$176,781 QoQ

Shares Held

1,751

+27.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#442

of 791 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Advisor OS, LLC holds $2,024,118 across 5 Building Products & Equipment names. CSL ranks #1 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc This page	1,751	$635,172
2	CARR	CARRIER GLOBAL Corp	8,256	$605,575
3	TT	Trane Technologies plc	701	$344,301
4	SPXC	SPX Technologies, Inc.	922	$226,044
5	JCI	Johnson Controls International plc	1,458	$213,026

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$635,172	1,751	+27.4%	Shares	Sole	2026-08-05
2026-03-31	$458,391	1,374	-15.4%	Shares	Sole	2026-05-08
2025-12-31	$519,451	1,624	+26.5%	Shares	Sole	2026-02-04
2025-09-30	$422,382	1,284	+32.0%	Shares	Sole	2025-11-12
2025-06-30	$363,317	973	-5.4%	Shares	Sole	2025-08-14
2025-03-31	$350,033	1,028	+73.4%	Shares	Sole	2025-05-06
2024-12-31	$218,720	593	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.