Summit Financial, LLC

Position in CRS — Carpenter Technology Corp

CIK 1765536 PARSIPPANY, NJ

Position in CRS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$322,607

New position

Shares Held

523

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#645

of 873 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $4,038,004 across 3 Metal Fabrication names. CRS ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MLI	Mueller Industries Inc	33,734	$2,073,460
2	WOR	Worthington Enterprises, Inc.	30,542	$1,641,937
3	CRS	Carpenter Technology Corp This page	523	$322,607

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,607	523	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.