Position in CSW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,518,351
-$154,002 QoQ
Shares Held
13,502
+7.9% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $81,038,550 across 20 Specialty Industrial Machinery names. CSW ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
21,380 | $19,140,231 | |
| 2 | EMR |
Emerson Electric Co
|
99,989 | $13,100,558 | |
| 3 | GEV |
GE Vernova Inc.
|
14,385 | $12,556,666 | |
| 4 | ETN |
Eaton Corp plc
|
22,470 | $8,036,844 | |
| 5 | CMI |
Cummins Inc
|
13,720 | $7,381,634 | |
| 6 | ITW |
Illinois Tool Works Inc
|
19,445 | $5,061,339 | |
| 7 | GNRC |
Generac Holdings Inc.
|
21,220 | $4,144,902 | |
| 8 | CSW |
Csw Industrials, Inc.
This page
|
13,502 | $3,518,351 |
All Filings in CSW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,518,351 | 13,502 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,672,353 | 12,511 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,112,540 | 12,822 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,666,834 | 12,784 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,774,892 | 12,949 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,619,563 | 13,094 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $215,803 | 589 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $313,861 | 1,183 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,034,316 | 12,934 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,682,640 | 12,934 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||