EverSource Wealth Advisors, LLC
Position in CRS — Carpenter Technology Corp
CIK 1710537
BIRMINGHAM, AL
Position in CRS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$574,273
+$275,118 QoQ
Shares Held
931
+22.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#555
of 873 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,546,803 across 13 Metal Fabrication names. CRS ranks #1 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
931 | $574,273 | |
| 2 | ATI |
Ati Inc
|
2,557 | $503,980 | |
| 3 | MLI |
Mueller Industries Inc
|
11,064 | $340,021 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
713 | $44,739 | |
| 5 | RYZ |
Ryerson Holding Corp
|
866 | $21,310 | |
| 6 | ESAB |
ESAB Corp
|
194 | $19,131 | |
| 7 | WOR |
Worthington Enterprises, Inc.
|
341 | $18,328 | |
| 8 | IIIN |
Insteel Industries Inc
|
423 | $12,772 |
All Filings in CRS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,273 | 931 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $299,155 | 759 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $162,453 | 516 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $148,550 | 605 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $124,370 | 450 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,123 | 89 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $113,533 | 669 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $95,427 | 598 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $53,145 | 485 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,925 | 307 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,380 | 76 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,837 | 191 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,720 | 191 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,744 | 106 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,915 | 106 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,732 | 152 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,874 | 103 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,526 | 84 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,590 | 123 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||