Position in CSW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$341,752
+$21,760 QoQ
Shares Held
1,228
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#237
of 352 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Destination Wealth Management holds $3,575,456 across 7 Specialty Industrial Machinery names. CSW ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,280 | $912,908 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,095 | $837,104 | |
| 3 | GEV |
GE Vernova Inc.
|
591 | $694,342 | |
| 4 | CSW |
Csw Industrials, Inc.
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|
1,228 | $341,752 | |
| 5 | MIDD |
MIDDLEBY Corp
|
2,036 | $281,752 | |
| 6 | PH |
Parker-Hannifin Corp
|
264 | $258,223 | |
| 7 | ITT |
Itt Inc.
|
1,261 | $249,375 |
All Filings in CSW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,752 | 1,228 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $319,992 | 1,228 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $360,454 | 1,228 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $298,097 | 1,228 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $352,800 | 1,230 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $358,569 | 1,230 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $433,238 | 1,228 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $449,926 | 1,228 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $325,800 | 1,228 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $288,088 | 1,228 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $254,699 | 1,228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $215,194 | 1,228 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $204,081 | 1,228 | Shares | Sole | 2023-08-11 | |
| 2021-12-31 | $282,933 | 2,341 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||