XML Financial, LLC

Position in CSL — Carlisle Companies Inc

CIK 1800465 BETHESDA, MD

Position in CSL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$649,322

+$83,837 QoQ

Shares Held

1,790

+5.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#440

of 792 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

XML Financial, LLC holds $1,486,527 across 3 Building Products & Equipment names. CSL ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc This page	1,790	$649,322
2	NPKI	NPK International Inc.	27,485	$437,286
3	LII	Lennox International Inc	698	$399,919

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$649,322	1,790	+5.6%	Shares	Sole	2026-07-24
2026-03-31	$565,485	1,695	0.0%	Shares	Sole	2026-04-16
2025-12-31	$542,162	1,695	+4.0%	Shares	Sole	2026-02-11
2025-09-30	$536,204	1,630	+86.3%	Shares	Sole	2025-10-20
2025-06-30	$326,725	875	-26.2%	Shares	Sole	2025-07-17
2025-03-31	$403,492	1,185	+0.4%	Shares	Sole	2025-04-22
2024-12-31	$435,231	1,180	0.0%	Shares	Sole	2025-01-17
2024-09-30	$530,705	1,180	-6.3%	Shares	Sole	2024-11-01
2024-06-30	$510,564	1,260	-2.3%	Shares	Sole	2024-07-22
2024-03-31	$505,486	1,290	0.0%	Shares	Sole	2024-05-15
2023-12-31	$403,034	1,290	0.0%	Shares	Sole	2024-02-14
2023-09-30	$334,445	1,290	+19.4%	Shares	Sole	2023-11-06
2023-06-30	$277,052	1,080	0.0%	Shares	Sole	2023-08-07
2023-03-31	$244,155	1,080	0.0%	Shares	Sole	2023-05-15
2022-12-31	$254,502	1,080	+13.1%	Shares	Sole	2023-02-10
2022-09-30	$267,791	955	-3.0%	Shares	Sole	2022-11-04
2022-06-30	$235,030	985	0.0%	Shares	Sole	2022-08-01
2022-03-31	$242,231	985	0.0%	Shares	Sole	2022-05-02
2021-12-31	$244,398	985	-6.2%	Shares	Sole	2022-02-01
2021-09-30	$208,729	1,050	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.