HB Wealth Management, LLC

Position in CRS — Carpenter Technology Corp

CIK 1911253 Atlanta, GA

Position in CRS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,022,001

+$1,252,621 QoQ

Shares Held

3,278

+67.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#361

of 878 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HB Wealth Management, LLC holds $5,182,071 across 5 Metal Fabrication names. CRS ranks #1 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRS	Carpenter Technology Corp This page	3,278	$2,022,001
2	MLI	Mueller Industries Inc	18,574	$1,141,650
3	ATI	Ati Inc	4,979	$981,360
4	TG	Tredegar Corp	90,547	$720,754
5	ESAB	ESAB Corp	3,207	$316,306

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,022,001	3,278	+67.9%	Shares	Sole	2026-07-29
2026-03-31	$769,380	1,952	+62.4%	Shares	Sole	2026-04-27
2025-12-31	$378,437	1,202	+12.7%	Shares	Sole	2026-01-28
2025-09-30	$261,991	1,067	+2.4%	Shares	Sole	2025-10-23
2025-06-30	$287,987	1,042	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.