Position in CRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,163,062
+$16,214,011 QoQ
Shares Held
45,657
+50.6% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#101
of 873 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRS 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. CRS ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
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
|
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 CRS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,163,062 | 45,657 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,949,051 | 30,316 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,493,192 | 23,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,581,368 | 22,731 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,542,190 | 23,671 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,264,501 | 18,018 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,427,021 | 14,301 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,844,425 | 11,558 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $817,245 | 7,458 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $306,248 | 4,288 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $200,859 | 2,837 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||