Position in ACM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$273,544
-$47,336 QoQ
Shares Held
3,225
-4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $22,699,524 across 9 Engineering & Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
13,155 | $9,472,126 | |
| 2 | FIX |
Comfort Systems USA Inc
|
4,267 | $8,456,980 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
2,202 | $1,848,270 | |
| 4 | TPC |
Tutor Perini Corp
|
10,303 | $854,839 | |
| 5 | EME |
EMCOR Group, Inc.
|
1,030 | $854,776 | |
| 6 | 1,043 | $369,774 | |||
| 7 | GVA |
Granite Construction Inc
|
2,038 | $322,167 | |
| 8 | AGX |
Argan Inc
|
347 | $277,096 |
All Filings in ACM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,544 | 3,225 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $320,880 | 3,366 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||