Position in MSB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$396,779
-$191,074 QoQ
Shares Held
15,683
-16.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 62 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSB Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026LPL Financial LLC holds $131,898,126 across 15 Steel names. MSB ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
289,343 | $64,451,153 | |
| 2 | STLD |
Steel Dynamics Inc
|
137,468 | $31,543,407 | |
| 3 | RS |
Reliance, Inc.
|
38,176 | $14,262,553 | |
| 4 | CLF |
Cleveland-Cliffs Inc.
|
1,393,637 | $13,086,251 | |
| 5 | MT |
ArcelorMittal
|
75,750 | $4,561,665 | |
| 6 | TX |
Ternium S.A.
|
29,231 | $1,248,163 | |
| 7 | WS |
Worthington Steel, Inc.
|
20,386 | $684,561 | |
| 8 | MTUS |
Metallus Inc.
|
23,452 | $438,317 |
All Filings in MSB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,779 | 15,683 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $587,853 | 18,662 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $920,820 | 23,905 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $692,557 | 23,661 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $471,532 | 19,680 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $426,332 | 15,674 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $358,177 | 12,742 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $288,334 | 12,730 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $195,457 | 11,344 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $202,771 | 11,456 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $243,204 | 11,881 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $266,770 | 13,292 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $254,460 | 14,121 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $371,778 | 17,284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $419,242 | 17,098 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $286,947 | 10,861 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||