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James T. Borello RIA’s Carlisle Companies CSL Stock Holding History

James T. Borello RIA’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
2026
Q3 		$1.61K Hold
5
– – ﹤0.01% 952
2026
Q2 		$1.81K Hold
5
– – ﹤0.01% 957
2026
Q1 		$1.67K Hold
5
– – ﹤0.01% 942
2025
Q4 		$1.6K Buy
5
+2
+67% +$648 ﹤0.01% 826
2025
Q3 		$987 Buy
+3
New +$1.14K ﹤0.01% 811

Other funds holding CSL

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WG
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

James T. Borello RIA's CSL Position: Q3 2026 in Review

James T. Borello RIA held its Carlisle Companies (CSL) position steady in Q3 2026 at 5 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

James T. Borello RIA first reported a position in CSL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.81K in Q2 2026. 78 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • James T. Borello RIA held 5 shares of Carlisle Companies worth $1.61K as of Q3 2026.
  • James T. Borello RIA left its Carlisle Companies share count unchanged in Q3 2026.
  • Carlisle Companies made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #952 holding.
  • James T. Borello RIA first reported a position in Carlisle Companies in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Carlisle Companies position peaked at $1.81K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.