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Compass Wealth Management LLC

Position in CSL — Carlisle Companies Inc

CIK 1965653 GUILFORD, CT

Position in CSL

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$741,461
New position
Shares Held
2,044
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#419
of 791 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

Compass Wealth Management LLC holds $1,966,719 across 3 Building Products & Equipment names. CSL ranks #2 (37.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CSL
Carlisle Companies Inc
This page
2,044 $741,461

All Filings in CSL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $741,461 2,044