Position in CSW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,890,986
-$359,131 QoQ
Shares Held
24,761
-11.0% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#83
of 352 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $18,760,714 across 17 Specialty Industrial Machinery names. CSW ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
This page
|
24,761 | $6,890,986 | |
| 2 | GEV |
GE Vernova Inc.
|
3,070 | $3,606,820 | |
| 3 | CMI |
Cummins Inc
|
2,523 | $1,799,428 | |
| 4 | ETN |
Eaton Corp plc
|
4,193 | $1,786,721 | |
| 5 | PH |
Parker-Hannifin Corp
|
785 | $767,824 | |
| 6 | EMR |
Emerson Electric Co
|
4,303 | $615,974 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,889 | $510,917 | |
| 8 | FLS |
Flowserve Corp
|
6,165 | $457,196 |
All Filings in CSW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,890,986 | 24,761 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,250,117 | 27,823 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $5,711,213 | 19,457 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,952,472 | 24,521 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,846,521 | 27,356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,579,692 | 19,140 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $7,610,954 | 21,573 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,963,240 | 10,817 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,458,176 | 24,342 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,199,809 | 17,902 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,713,053 | 17,902 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $1,406,301 | 8,025 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,351,623 | 8,133 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,123,387 | 8,086 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $937,409 | 8,086 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||