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Funds Holding Carlisle Companies Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Carlisle Companies Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of CSL →Funds holding
150
as of 2026-07-31
Reported value
$1.2B
summed across funds
Fund families
69
named trusts
Largest conviction
3.33%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| ROCK OAK CORE GROWTH FUNDOak Associates Funds1.3K sh$451.7K | 3.33% |
| Leadershares Alphafactor Tactical Focused ETFTwo Roads Shared Trust5.6K sh$2M | 3.19% |
| Abacus FCF Real Assets Leaders ETFAbacus FCF ETF Trust7.3K sh$2.6M | 2.84% |
| Global Environmental Opportunities FundJohn Hancock Investment Trust3.5K sh$1.3M | 2.41% |
| Invesco S&P MidCap Quality ETFInvesco Exchange-Traded Fund Trust332K sh$119.5M | 2.19% |
| Sands Capital Global Growth FundADVISORS' INNER CIRCLE FUND38.4K sh$13.8M | 2.09% |
| Pacer S&P MidCap 400 Quality FCF Aristocrats ETFPacer Funds Trust54 sh$19.4K | 1.83% |
| AMG River Road Mid Cap Value FundAMG Funds IV18.4K sh$6.6M | 1.64% |
| Running Oak Efficient Growth ETFStrategic Trust18.6K sh$6.5M | 1.55% |
| ALPS Global Opportunity FundFINANCIAL INVESTORS TRUST1.8K sh$651.5K | 1.48% |
| Carbon Collective Climate Solutions U.S. Equity ETFTidal Trust II1.7K sh$626.3K | 1.37% |
| Franklin Mutual U.S. Mid Cap Value FundFranklin Value Investors Trust26.4K sh$9.5M | 1.22% |
| Domini Sustainable Solutions FundDomini Investment Trust1.8K sh$660.8K | 1.21% |
| Nuveen Mid Cap Value FundTIAA-CREF Funds56.1K sh$20.2M | 1.20% |
| First Eagle Global Real Assets FundFirst Eagle Funds922 sh$331.8K | 1.20% |
| Nuveen Mid Cap Value Opportunities FundNuveen Investment Funds, Inc.12.3K sh$4.4M | 1.18% |
| Knights of Columbus Long/Short Equity FundADVISORS' INNER CIRCLE III9.6K sh$3.5M | 1.14% |
| First Eagle Mid Cap Equity ETFFirst Eagle ETF Trust121 sh$43.6K | 1.09% |
| First Eagle US Equity ETFFirst Eagle ETF Trust72 sh$25.9K | 1.05% |
| SmallCap Value Fund IIPrincipal Funds, Inc31.7K sh$11.4M | 0.91% |
| Hartford Climate Opportunities FundHARTFORD MUTUAL FUNDS, INC2.9K sh$1.1M | 0.88% |
| First Eagle U.S. FundFirst Eagle Funds35.4K sh$12.7M | 0.78% |
| Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust41.6K sh$15M | 0.66% |
| VANGUARD SELECTED VALUE FUNDVANGUARD WHITEHALL FUNDS121.4K sh$43.7M | 0.63% |
| Fidelity Mid-Cap Stock K6 FundFidelity Concord Street Trust21.8K sh$7.8M | 0.54% |
| Fidelity Mid-Cap Stock FundFidelity Concord Street Trust131.2K sh$47.2M | 0.53% |
| First Eagle Global FundFirst Eagle Funds1.1M sh$385.4M | 0.51% |
| SA JPMorgan Mid-Cap Growth PortfolioSUNAMERICA SERIES TRUST8.8K sh$3.2M | 0.50% |
| MID-CAP VALUE PROFUNDProFunds33 sh$11.9K | 0.44% |
| FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV10.9K sh$3.9M | 0.43% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust4.4K sh$1.6M | 0.41% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST5.9K sh$2.1M | 0.41% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III1.5K sh$527.6K | 0.41% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc15.4K sh$5.6M | 0.41% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.14.6K sh$5.3M | 0.40% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust3.1K sh$1.1M | 0.40% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2146 sh$52.5K | 0.39% |
| O'Shaughnessy Market Leaders Value FundAdvisors Series Trust3.1K sh$1.1M | 0.39% |
| Column Small Cap Select FundTrust for Professional Managers20K sh$6.9M | 0.36% |
| Fidelity Leveraged Company Stock FundFidelity Securities Fund38.4K sh$13.8M | 0.34% |
| FlexShares Quality Dividend Defensive Index FundFlexShares Trust5.2K sh$1.9M | 0.34% |
| MID-CAP GROWTH PROFUNDProFunds47 sh$16.9K | 0.33% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust4.3K sh$1.6M | 0.33% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust17.6K sh$6.3M | 0.31% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust593 sh$213.4K | 0.31% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust32.3K sh$11.6M | 0.28% |
| Column Small Cap FundTrust for Professional Managers4.4K sh$1.5M | 0.28% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust7.2K sh$2.6M | 0.27% |
| ULTRA MID CAP PROFUNDProFunds339 sh$122K | 0.26% |
| Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust983 sh$353.8K | 0.26% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust14.5K sh$5.2M | 0.25% |
| iShares Morningstar Small-Cap ETFiShares Trust1.8K sh$644.6K | 0.23% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust272 sh$97.9K | 0.22% |
| JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust48.6K sh$17.5M | 0.21% |
| iShares MSCI USA Size Factor ETFiShares Trust2.5K sh$905.2K | 0.21% |
| Victory Income Stock FundVictory Portfolios III16.7K sh$6M | 0.21% |
| Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST13.4K sh$4.8M | 0.21% |
| FlexShares US Quality Large Cap Index FundFlexShares Trust5.8K sh$2.1M | 0.21% |
| Victory Extended Market Index FundVictory Portfolios III4.6K sh$1.7M | 0.21% |
| iShares Morningstar Small-Cap Value ETFiShares Trust3.8K sh$1.4M | 0.20% |
| Fidelity Dynamic Buffered Equity ETFFidelity Greenwood Street Trust120 sh$43.2K | 0.18% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc942 sh$339K | 0.17% |
| iShares U.S. Industrials ETFiShares Trust9.3K sh$3.4M | 0.17% |
| Column Mid Cap Select FundTrust for Professional Managers16.3K sh$5.7M | 0.17% |
| MID-CAP PROFUNDProFunds37 sh$13.3K | 0.15% |
| Columbia Research Enhanced Value ETFColumbia ETF Trust I1.3K sh$478.7K | 0.14% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST5K sh$1.8M | 0.14% |
| JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust1.7K sh$606.8K | 0.13% |
| Column Mid Cap FundTrust for Professional Managers4.3K sh$1.5M | 0.13% |
| Embark Small Cap Equity FundHarbor Funds II2.1K sh$759.1K | 0.12% |
| PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 10640 sh$230.3K | 0.12% |
| Fidelity Yield Enhanced Equity ETFFidelity Greenwood Street Trust720 sh$259.1K | 0.12% |
| Victory Growth & Income FundVictory Portfolios III7K sh$2.5M | 0.11% |
| Columbia Research Enhanced Core ETFColumbia ETF Trust I17.6K sh$6.4M | 0.11% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust151.9K sh$54.7M | 0.10% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST8.1K sh$2.9M | 0.10% |
| iShares Russell Mid-Cap Index FundBlackRock Funds7.4K sh$2.6M | 0.10% |
| Fidelity Hedged Equity ETFFidelity Greenwood Street Trust2.4K sh$849.4K | 0.09% |
| Fidelity Capital and Income FundFidelity Summer Street Trust35.2K sh$12.7M | 0.08% |
| Janus Henderson Mid Cap Growth Alpha ETFJanus Detroit Street Trust49 sh$17.6K | 0.07% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO4.2K sh$1.5M | 0.07% |
| Fidelity Capital Appreciation FundFidelity Capital Trust15.5K sh$5.6M | 0.07% |
| Fidelity Dividend Growth FundFidelity Securities Fund23.4K sh$8.4M | 0.07% |
| Nuveen ESG Mid-Cap Value ETFNuShares ETF Trust825 sh$296.9K | 0.07% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.5K sh$1.6M | 0.07% |
| Fidelity Advisor Capital and Income FundFidelity Advisor Series I5.6K sh$2M | 0.07% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS228.4K sh$82.2M | 0.06% |
| Manzil Russell Halal USA Broad Market ETFEA Series Trust43 sh$15.5K | 0.06% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust77.5K sh$27.9M | 0.06% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.6K sh$4.9M | 0.06% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust3.6K sh$1.3M | 0.06% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust1.2K sh$419.7K | 0.05% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust1.2K sh$414.3K | 0.05% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC7.8K sh$2.8M | 0.05% |
| Dimensional US Large Cap Vector ETFDimensional ETF Trust717 sh$258.1K | 0.05% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC51.7K sh$18.6M | 0.05% |
| Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust7K sh$2.5M | 0.04% |
| Dimensional US Vector Equity ETFDimensional ETF Trust645 sh$232.1K | 0.04% |
| Green Century Balanced FundGREEN CENTURY FUNDS430 sh$154.8K | 0.04% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC46.9K sh$16.9M | 0.04% |
| iShares Core Dividend Growth ETFiShares Trust47.9K sh$17.2M | 0.04% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST14.4K sh$5.2M | 0.04% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust3.5K sh$1.3M | 0.04% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust9.8K sh$3.5M | 0.04% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust12.2K sh$4.4M | 0.04% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust14.2K sh$5.1M | 0.03% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds13.2K sh$4.7M | 0.03% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST1.1K sh$398.8K | 0.03% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust10.6K sh$3.8M | 0.03% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO227 sh$81.7K | 0.03% |
| E*TRADE No Fee Total Market Index FundE Trade Trust77 sh$27.7K | 0.03% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.4K sh$511.8K | 0.02% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust85 sh$30.6K | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III229 sh$82.4K | 0.02% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust13.1K sh$4.7M | 0.02% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust3.4K sh$1.2M | 0.02% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust11.5K sh$4.2M | 0.02% |
| iShares Dow Jones U.S. ETFiShares Trust1.8K sh$630.6K | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS13K sh$4.7M | 0.02% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust22K sh$7.9M | 0.02% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST24.6K sh$8.9M | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds33.5K sh$12.1M | 0.02% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds2.6K sh$946.9K | 0.02% |
| Wilmington Large-Cap Strategy FundWilmington Funds340 sh$122.4K | 0.02% |
| iShares MSCI Kokusai ETFiShares Trust133 sh$47.9K | 0.02% |
| BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust6 sh$2.2K | 0.02% |
| Dimensional US High Profitability ETFDimensional ETF Trust6.2K sh$2.2M | 0.02% |
| U.S. High Relative Profitability PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3K sh$1.1M | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST191 sh$68.7K | 0.02% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC416 sh$149.7K | 0.02% |
| iShares MSCI ACWI ETFiShares Trust14.2K sh$5.1M | 0.02% |
| Global Equity FundRUSSELL INVESTMENT CO1.7K sh$596K | 0.02% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST315 sh$113.4K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS36.8K sh$13.2M | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc808 sh$290.8K | 0.01% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust5 sh$1.8K | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST30 sh$10.8K | 0.01% |
| Dimensional US Large Cap Value ETFDimensional ETF Trust1.5K sh$540.2K | 0.01% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds3.7K sh$1.3M | 0.01% |
| Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST618 sh$222.4K | 0.00% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust328 sh$118.1K | 0.00% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust5.3K sh$1.9M | 0.00% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC334 sh$120.2K | 0.00% |
| Morningstar Alternatives FundMorningstar Funds Trust10 sh$3.6K | 0.00% |
| NPF Core Equity ETFElevation Series Trust2 sh$719.8 | 0.00% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO90 sh$32.4K | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust22 sh$7.9K | 0.00% |
| ALGER SPECTRA FUNDALGER FUNDS II-13.8K sh-$5M | -0.12% |
| Alger Dynamic Opportunities FundALGER FUNDS II-2.3K sh-$818.1K | -0.36% |
| SEG Partners Long/Short Equity FundSEG Partners Long/Short Equity Fund-3.5K sh-$1.3M | -0.82% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on CSL
Company overviewEverything on CSL in one place, with the price.SEC filingsWhat CSL's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat CSL's own officers and directors buy and sell.Who owns itEvery manager reporting a position in CSL.LobbyingWhat CSL spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on CSL's account, and who they worked for.