Advyzon Investment Management, LLC
Position in CRS — Carpenter Technology Corp
CIK 2011872
LISLE, IL
Position in CRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$821,013
+$329,115 QoQ
Shares Held
1,331
+6.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#495
of 873 holders
Holding Since
Sep 2025
4 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, 2026Advyzon Investment Management, LLC holds $1,543,717 across 2 Metal Fabrication names. CRS ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
1,331 | $821,013 | |
| 2 | MLI |
Mueller Industries Inc
|
11,758 | $722,704 |
All Filings in CRS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,013 | 1,331 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $491,898 | 1,248 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $344,749 | 1,095 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $207,972 | 847 | Shares | Other | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||