Carter Financial Group, INC.

Position in CSL — Carlisle Companies Inc

CIK 1919749 Barrington, IL

Position in CSL

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

Position Value

$219,826

+$18,320 QoQ

Shares Held

606

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#603

of 792 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Carter Financial Group, INC. holds $757,780 across 3 Building Products & Equipment names. CSL ranks #3 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LII	Lennox International Inc	545	$312,257
2	CARR	CARRIER GLOBAL Corp	3,077	$225,697
3	CSL	Carlisle Companies Inc This page	606	$219,826

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,826	606	+0.3%	Shares	Sole	2026-07-30
2026-03-31	$201,506	604	+0.8%	Shares	Sole	2026-04-27
2025-06-30	$223,666	599	—	Shares	Sole	2025-08-22
No filing history on record for this holder in this stock.