ACTION POINT FINANCIAL PLANNING, LLC
Position in CRS — Carpenter Technology Corp
CIK 2116119
GRAND RAPIDS, MI
Position in CRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,437
New position
Shares Held
38
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#802
of 873 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Metal Fabrication
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $80,802 across 7 Metal Fabrication names. CRS ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
38 | $23,437 | |
| 2 | MLI |
Mueller Industries Inc
|
320 | $19,665 | |
| 3 | ATI |
Ati Inc
|
71 | $13,992 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
104 | $6,523 | |
| 5 | WOR |
Worthington Enterprises, Inc.
|
120 | $6,450 | |
| 6 | RYZ |
Ryerson Holding Corp
|
252 | $6,200 | |
| 7 | ESAB |
ESAB Corp
|
46 | $4,535 |
All Filings in CRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,437 | 38 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||