Position in ATI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,342,342
+$3,576,163 QoQ
Shares Held
47,399
+19.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#182
of 787 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ATI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Creative Planning holds $71,795,680 across 11 Metal Fabrication names. ATI ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
45,657 | $28,163,062 | |
| 2 | MLI |
Mueller Industries Inc
|
294,244 | $18,085,707 | |
| 3 | CMC |
COMMERCIAL METALS Co
|
172,861 | $10,847,027 | |
| 4 | ATI |
Ati Inc
This page
|
47,399 | $9,342,342 | |
| 5 | ESAB |
ESAB Corp
|
16,219 | $1,599,679 | |
| 6 | WOR |
Worthington Enterprises, Inc.
|
23,311 | $1,253,198 | |
| 7 | PRLB |
Proto Labs Inc
|
12,369 | $1,008,197 | |
| 8 | MEC |
Mayville Engineering Company, Inc.
|
12,159 | $455,475 |
All Filings in ATI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,342,342 | 47,399 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,766,179 | 39,641 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,725,568 | 32,464 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,674,302 | 20,584 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,956,290 | 22,658 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,241,071 | 23,853 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,426,856 | 25,924 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,866,387 | 27,894 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,370,443 | 24,715 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $972,740 | 19,010 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $472,023 | 10,381 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $364,218 | 8,851 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $269,316 | 6,089 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||