Position in CSL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,539
+$1,205 QoQ
Shares Held
7
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#754
of 792 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $30,419 across 16 Building Products & Equipment names. CSL ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
34 | $4,967 | |
| 2 | TT |
Trane Technologies plc
|
9 | $4,420 | |
| 3 | LII |
Lennox International Inc
|
6 | $3,437 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
41 | $3,007 | |
| 5 | CSL |
Carlisle Companies Inc
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|
7 | $2,539 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
9 | $2,206 | |
| 7 | OC |
Owens Corning
|
10 | $1,589 | |
| 8 | MAS |
Masco Corp /De/
|
18 | $1,464 |
All Filings in CSL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,539 | 7 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,334 | 4 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $959 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $986 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,120 | 3 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $681 | 2 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||