JACOBSON & SCHMITT ADVISORS, LLC

Position in CSW — Csw Industrials, Inc.

CIK 1632096 MIDDLETON, WI

Position in CSW

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$16,227,394

-$380,932 QoQ

Shares Held

58,309

-8.5% QoQ

Ownership

0.358%

of shares outstanding

% of Portfolio

3.39%

of 13F equity value

Holder Rank

#52

of 352 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

JACOBSON & SCHMITT ADVISORS, LLC holds $29,373,023 across 4 Specialty Industrial Machinery names. CSW ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSW	Csw Industrials, Inc. This page	58,309	$16,227,394
2	FLS	Flowserve Corp	162,338	$12,038,986
3	ETN	Eaton Corp plc	1,690	$720,142
4	ITW	Illinois Tool Works Inc	1,429	$386,501

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,227,394	58,309	-8.5%	Shares	Sole	2026-07-14
2026-03-31	$16,608,326	63,736	+2.0%	Shares	Sole	2026-04-10
2025-12-31	$18,340,928	62,484	+16.3%	Shares	Sole	2026-01-21
2025-09-30	$13,038,588	53,712	+19.5%	Shares	Sole	2025-11-10
2025-06-30	$12,892,148	44,947	+14.8%	Shares	Sole	2025-08-05
2025-03-31	$11,410,967	39,143	+2.0%	Shares	Sole	2025-05-02
2024-12-31	$13,543,639	38,389	-0.4%	Shares	Sole	2025-02-03
2024-09-30	$14,122,868	38,546	-16.2%	Shares	Sole	2024-10-28
2024-06-30	$12,204,260	46,000	-12.1%	Shares	Sole	2024-08-12
2024-03-31	$12,280,137	52,345	-15.4%	Shares	Sole	2024-05-08
2023-12-31	$12,837,434	61,894	+1.4%	Shares	Sole	2024-02-09
2023-09-30	$10,699,453	61,056	-0.6%	Shares	Sole	2023-11-07
2023-06-30	$10,213,206	61,455	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$8,479,175	61,032	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.