Position in MLI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$340,021
-$323,668 QoQ
Shares Held
11,064
-7.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#474
of 737 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,546,803 across 13 Metal Fabrication names. MLI ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
931 | $574,273 | |
| 2 | ATI |
Ati Inc
|
2,557 | $503,980 | |
| 3 | MLI |
Mueller Industries Inc
This page
|
11,064 | $340,021 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
713 | $44,739 | |
| 5 | RYZ |
Ryerson Holding Corp
|
866 | $21,310 | |
| 6 | ESAB |
ESAB Corp
|
194 | $19,131 | |
| 7 | WOR |
Worthington Enterprises, Inc.
|
341 | $18,328 | |
| 8 | IIIN |
Insteel Industries Inc
|
423 | $12,772 |
All Filings in MLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,021 | 5,532 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $663,689 | 5,990 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $615,440 | 5,361 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $353,479 | 3,496 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $90,274 | 1,136 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $52,306 | 687 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,470 | 636 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $56,092 | 757 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $78,005 | 1,370 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $74,960 | 1,390 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $66,952 | 1,420 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $52,460 | 698 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $61,617 | 706 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $50,772 | 691 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,542 | 738 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $94,390 | 1,588 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $112,814 | 2,117 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $24,050 | 444 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $26,355 | 444 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||