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TrueWealth Advisors, LLC

Position in CSL — Carlisle Companies Inc

CIK 1817714 BIRMINGHAM, AL

Position in CSL

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$290,200
+$23,304 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#552
of 792 holders
Holding Since
Sep 2022
14 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, 2026

TrueWealth Advisors, LLC holds $2,470,574 across 3 Building Products & Equipment names. CSL ranks #3 (11.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CSL
Carlisle Companies Inc
This page
800 $290,200

All Filings in CSL

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $290,200 800
2026-03-31 $266,896 800
2025-12-31 $255,888 800
2025-09-30 $263,168 800
2025-06-30 $298,720 800
2025-03-31 $272,400 800
2024-12-31 $295,072 800
2024-09-30 $359,800 800
2024-06-30 $324,168 800
2024-03-31 $313,480 800
2023-12-31 $249,944 800
2023-09-30 $207,408 800
2023-06-30 $205,224 800
2022-09-30 $224,328 800