PROFESSIONAL ADVISORY SERVICES INC CSWI — CSW INDUSTRIALS INC

Ownership history in PROFESSIONAL ADVISORY SERVICES INC  ·  8 quarters on record

AI Ownership Summary

PROFESSIONAL ADVISORY SERVICES INC reported CSW INDUSTRIALS INC (CSWI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows CSWI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PROFESSIONAL ADVISORY SERVICES INC's position in CSW INDUSTRIALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CSWI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSWI stock page PROFESSIONAL ADVISORY SERVICES INC fund profile PROFESSIONAL ADVISORY SERVICES INC full holdings
How PROFESSIONAL ADVISORY SERVICES INC held CSWI — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 800 — 0% 0.03% $223 2026-07-08 $255.97
2026 Q1 UNCHANGED — — — 800 — 0% 0.03% $208 2026-04-15 $285.35
2025 Q4 UNCHANGED — — — 800 — 0% 0.03% $235K 2026-01-12 $319.83
2025 Q2 UNCHANGED — — — 800 — 0% 0.03% $229K 2025-07-11 $303.91
2025 Q1 UNCHANGED — — — 800 — 0% 0.03% $233K 2025-04-14 $299.08
2024 Q4 UNCHANGED — — — 800 — 0% 0.04% $282K 2025-01-15 $380.41
2024 Q3 UNCHANGED — — — 800 — 0% 0.04% $293K 2024-10-17 $391.16
2024 Q2 INITIATED — — — 800 — — 0.03% $212K 2024-07-10 $273.95

🏢 Other funds also holding CSWI

As of 2026 Q2 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.51% Sprinkle Financial Consultants LLC 0.16% Mechanics Bank Trust Department 3Y 7Y 0.07% Hilltop National Bank 0.05% Trust Point Inc. 0.03% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.02% ANDERSON HOAGLAND & CO 3Y 7Y 0.02% GAMMA Investing LLC 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About PROFESSIONAL ADVISORY SERVICES INC and CSWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has PROFESSIONAL ADVISORY SERVICES INC reported owning CSWI?

PROFESSIONAL ADVISORY SERVICES INC reported CSWI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CSWI position in PROFESSIONAL ADVISORY SERVICES INC's portfolio?

The largest reported portfolio weight for CSWI was 0.04% in 2024 Q4.

What is the latest reported CSWI position on this page?

The most recent filing on this page is 2026 Q2, when PROFESSIONAL ADVISORY SERVICES INC reported 800 shares, equal to 0.03% of portfolio, with an estimated market value of $223.

What does the chart on this CSWI ownership page compare?

The chart compares PROFESSIONAL ADVISORY SERVICES INC's quarterly CSWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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