Position in CSW
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$4,761,317
-$602,063 QoQ
Shares Held
18,272
0.0% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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, 20261900 WEALTH MANAGEMENT LLC holds $7,022,033 across 7 Specialty Industrial Machinery names. CSW ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
This page
|
18,272 | $4,761,317 | |
| 2 | CMI |
Cummins Inc
|
919 | $494,440 | |
| 3 | GEV |
GE Vernova Inc.
|
517 | $451,289 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,219 | $437,474 | |
| 5 | FELE |
Franklin Electric Co Inc
|
3,506 | $323,148 | |
| 6 | EMR |
Emerson Electric Co
|
2,363 | $309,600 | |
| 7 | DCI |
DONALDSON Co INC
|
2,884 | $244,765 |
All Filings in CSW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,761,317 | 18,272 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,363,380 | 18,272 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,435,528 | 18,272 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,240,957 | 18,272 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,326,653 | 18,272 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,446,361 | 18,272 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,694,678 | 18,272 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,847,744 | 18,272 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,286,611 | 18,272 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,789,795 | 18,272 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,201,985 | 18,272 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,036,623 | 18,272 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,538,528 | 18,272 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,118,272 | 18,272 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,188,985 | 18,272 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,882,564 | 18,272 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,148,604 | 18,272 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,208,353 | 18,272 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,333,334 | 18,272 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,164,501 | 18,272 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,466,720 | 18,272 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||