Position in CRS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,147,322
+$559,645 QoQ
Shares Held
1,860
+24.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#439
of 873 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,768,610 across 2 Metal Fabrication names. CRS ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
1,860 | $1,147,322 | |
| 2 | MLI |
Mueller Industries Inc
|
10,108 | $621,288 |
All Filings in CRS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,322 | 1,860 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $587,677 | 1,491 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $498,076 | 1,582 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $420,373 | 1,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $273,944 | 1,512 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $367,931 | 2,168 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $330,809 | 2,073 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||