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Semmax Financial Advisors’s Carlisle Companies CSL Stock Holding History

Semmax Financial Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.1K Hold
3
– – ﹤0.01% 367
2025
Q1 		$1.17K Buy
+3
New +$1.07K ﹤0.01% 343

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Semmax Financial Advisors's CSL Position: Q2 2025 in Review

Semmax Financial Advisors held its Carlisle Companies (CSL) position steady in Q2 2025 at 3 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Semmax Financial Advisors first reported a position in CSL in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.17K in Q1 2025. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • Semmax Financial Advisors held 3 shares of Carlisle Companies worth $1.1K as of Q2 2025.
  • Semmax Financial Advisors left its Carlisle Companies share count unchanged in Q2 2025.
  • Carlisle Companies made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #367 holding.
  • Semmax Financial Advisors first reported a position in Carlisle Companies in Q1 2025 and has held it in 2 quarters since.
  • Semmax Financial Advisors's Carlisle Companies position peaked at $1.17K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.