Position in CSW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$391,846
+$26,774 QoQ
Shares Held
1,408
+0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#232
of 352 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026WEALTH ALLIANCE, LLC holds $10,535,427 across 10 Specialty Industrial Machinery names. CSW ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,839 | $2,914,234 | |
| 2 | CMI |
Cummins Inc
|
3,490 | $2,489,102 | |
| 3 | GEV |
GE Vernova Inc.
|
1,511 | $1,775,213 | |
| 4 | PH |
Parker-Hannifin Corp
|
767 | $750,218 | |
| 5 | DOV |
DOVER Corp
|
3,033 | $680,241 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,716 | $464,126 | |
| 7 | NDSN |
Nordson Corp
|
1,422 | $429,003 | |
| 8 | CSW |
Csw Industrials, Inc.
This page
|
1,408 | $391,846 |
All Filings in CSW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,846 | 1,408 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $365,072 | 1,401 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $416,812 | 1,420 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $251,003 | 1,034 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $269,907 | 941 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $223,012 | 765 | Shares | Defined | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||