Position in CRS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$615,605
+$238,011 QoQ
Shares Held
998
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#546
of 873 holders
Holding Since
Mar 2025
6 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, 2026Horizon Family Wealth, Inc. holds $615,605 across 1 Metal Fabrication name. CRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
998 | $615,605 |
All Filings in CRS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,605 | 998 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $377,594 | 958 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $369,307 | 1,173 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $287,772 | 1,172 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $323,640 | 1,171 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $211,980 | 1,170 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||