Marshall Financial Group, LLC
Position in CRS — Carpenter Technology Corp
CIK 1841496
Hunt Valley, MD
Position in CRS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,018,300
+$341,981 QoQ
Shares Held
3,272
-23.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#360
of 873 holders
Holding Since
Dec 2025
3 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, 2026Marshall Financial Group, LLC holds $2,511,556 across 2 Metal Fabrication names. CRS ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
3,272 | $2,018,300 | |
| 2 | MLI |
Mueller Industries Inc
|
16,050 | $493,256 |
All Filings in CRS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,018,300 | 3,272 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,676,319 | 4,253 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,371,443 | 4,356 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||