TRED AVON FAMILY WEALTH, LLC

Position in CSL — Carlisle Companies Inc

CIK 2094435 EASTON, MD

Position in CSL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$410,995

+$7,983 QoQ

Shares Held

1,133

-6.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#497

of 791 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $2,553,503 across 3 Building Products & Equipment names. CSL ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	3,658	$1,796,663
2	CSL	Carlisle Companies Inc This page	1,133	$410,995
3	CARR	CARRIER GLOBAL Corp	4,715	$345,845

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,995	1,133	-6.2%	Shares	Sole	2026-08-10
2026-03-31	$403,012	1,208	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$385,111	1,204	+0.5%	Shares	Sole	2026-01-27
2025-09-30	$394,094	1,198	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.