JACOBSON & SCHMITT ADVISORS, LLC

Position in CSW — Csw Industrials, Inc.

CIK 1632096 MIDDLETON, WI

Position in CSW

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$16,608,326

-$1,732,602 QoQ

Shares Held

63,736

+2.0% QoQ

Ownership

0.391%

of shares outstanding

% of Portfolio

3.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

JACOBSON & SCHMITT ADVISORS, LLC holds $29,793,686 across 4 Specialty Industrial Machinery names. CSW ranks #1 (55.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSW	Csw Industrials, Inc. This page	63,736	$16,608,326
2	FLS	Flowserve Corp	165,480	$12,164,434
3	ETN	Eaton Corp plc	1,690	$604,462
4	ITW	Illinois Tool Works Inc	1,600	$416,464

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.