Cyndeo Wealth Partners, LLC

Position in CSL — Carlisle Companies Inc

CIK 1950947 ST. PETERSBURG, FL

Position in CSL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$220,914

+$8,450 QoQ

Shares Held

609

+7.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#601

of 792 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $8,382,340 across 5 Building Products & Equipment names. CSL ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	14,743	$7,241,171
2	JCI	Johnson Controls International plc	3,204	$468,136
3	CARR	CARRIER GLOBAL Corp	5,384	$394,916
4	CSL	Carlisle Companies Inc This page	609	$220,914
5	JBI	Janus International Group, Inc.	10,307	$57,203

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,914	609	+7.0%	Shares	Sole	2026-07-21
2025-06-30	$212,464	569	-5.5%	Shares	Sole	2025-07-24
2024-12-31	$222,041	602	0.0%	Shares	Sole	2025-01-21
2024-09-30	$270,749	602	+0.2%	Shares	Sole	2024-10-18
2024-06-30	$243,531	601	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$236,677	604	—	Shares	Sole	2024-04-17
No filing history on record for this holder in this stock.