Compound Planning, Inc.

Position in CRS — Carpenter Technology Corp

CIK 1978879 NEW YORK, NY

Position in CRS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,146,088

+$443,714 QoQ

Shares Held

1,858

+4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#440

of 873 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $2,489,860 across 3 Metal Fabrication names. CRS ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRS	Carpenter Technology Corp This page	1,858	$1,146,088
2	MLI	Mueller Industries Inc	11,710	$719,754
3	ATI	Ati Inc	3,166	$624,018

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,088	1,858	+4.3%	Shares	Sole	2026-08-04
2026-03-31	$702,374	1,782	+5.2%	Shares	Sole	2026-05-14
2025-12-31	$533,338	1,694	-1.3%	Shares	Defined	2026-02-19
2025-09-30	$421,592	1,717	+4.1%	Shares	Sole	2025-11-10
2025-06-30	$455,750	1,649	+11.5%	Shares	Sole	2025-08-14
2025-03-31	$267,965	1,479	+14.4%	Shares	Sole	2025-05-14
2024-12-31	$219,435	1,293	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.