Pinnacle Wealth Planning Services, Inc.
Position in CRS — Carpenter Technology Corp
CIK 1726752
MANSFIELD, OH
Position in CRS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$99,928
+$28,193 QoQ
Shares Held
162
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#758
of 873 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $586,904 across 9 Metal Fabrication names. CRS ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
|
1,150 | $226,665 | |
| 2 | CRS |
Carpenter Technology Corp
This page
|
162 | $99,928 | |
| 3 | CMC |
COMMERCIAL METALS Co
|
868 | $54,467 | |
| 4 | MLI |
Mueller Industries Inc
|
794 | $48,803 | |
| 5 | PRLB |
Proto Labs Inc
|
562 | $45,808 | |
| 6 | RYZ |
Ryerson Holding Corp
|
1,631 | $40,138 | |
| 7 | WOR |
Worthington Enterprises, Inc.
|
706 | $37,954 | |
| 8 | ESAB |
ESAB Corp
|
295 | $29,095 |
All Filings in CRS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,928 | 162 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $71,735 | 182 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $61,078 | 194 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $698 | 24 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||