Jacobson & Schmitt Advisors’s CSW Industrials CSW Stock Holding History

Jacobson & Schmitt Advisors’s Portfolio CSW Stock Details CSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2M	Sell	58,309 -5,427	-9%	-$1.51M	2.65%	12
2026 Q1	$16.6M	Buy	63,736 +1,252	+2%	+$364K	3.01%	8
2025 Q4	$18.3M	Buy	62,484 +8,772	+16%	+$2.34M	3.09%	10
2025 Q3	$13M	Buy	53,712 +8,765	+20%	+$2.35M	2.24%	22
2025 Q2	$12.9M	Buy	44,947 +5,804	+15%	+$1.75M	2.28%	23
2025 Q1	$11.4M	Buy	39,143 +754	+2%	+$245K	2.33%	18
2024 Q4	$13.5M	Sell	38,389 -157	-0.4%	-$61.1K	2.62%	14
2024 Q3	$14.1M	Sell	38,546 -7,454	-16%	-$2.33M	2.9%	12
2024 Q2	$12.2M	Sell	46,000 -6,345	-12%	-$1.57M	2.77%	14
2024 Q1	$12.3M	Sell	52,345 -9,549	-15%	-$2.13M	2.91%	13
2023 Q4	$12.8M	Buy	61,894 +838	+1%	+$152K	3.25%	8
2023 Q3	$10.7M	Sell	61,056 -399	-0.6%	-$70.6K	3.04%	14
2023 Q2	$10.2M	Buy	61,455 +423	+0.7%	+$61.1K	2.9%	16
2023 Q1	$8.48M	Buy	+61,032	New	+$8.24M	2.43%	21

Other funds holding CSW

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Jacobson & Schmitt Advisors's CSW Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its CSW Industrials (CSW) stake by 8.5% in Q2 2026, selling an estimated $1.51M and leaving 58,309 shares worth $16.2M. The position accounts for 2.65% of the portfolio, ranked #12.

Jacobson & Schmitt Advisors first reported a position in CSW in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.3M in Q4 2025. 97 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

Jacobson & Schmitt Advisors held 58,309 shares of CSW Industrials worth $16.2M as of Q2 2026.
Jacobson & Schmitt Advisors sold 5,427 CSW Industrials shares in Q2 2026, an estimated $1.51M.
CSW Industrials made up 2.65% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #12 holding.
Jacobson & Schmitt Advisors first reported a position in CSW Industrials in Q1 2023 and has held it in 14 quarters since.
Jacobson & Schmitt Advisors's CSW Industrials position peaked at $18.3M in Q4 2025.
97 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.