HB Wealth Management, LLC

Position in CRS — Carpenter Technology Corp

CIK 1911253 Atlanta, GA

Position in CRS

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$769,380

+$390,943 QoQ

Shares Held

1,952

+62.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

HB Wealth Management, LLC holds $2,814,877 across 5 Metal Fabrication names. CRS ranks #1 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRS	Carpenter Technology Corp This page	1,952	$769,380
2	TG	Tredegar Corp	89,767	$713,647
3	ATI	Ati Inc	4,118	$599,004
4	MLI	Mueller Industries Inc	8,903	$493,226
5	ESAB	ESAB Corp	2,479	$239,620

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.