Position in ACM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$252,396
+$167,746 QoQ
Shares Held
3,616
+262.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 568 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Arax Advisory Partners holds $229,081,851 across 36 Engineering & Construction names. ACM ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
91,674 | $181,693,284 | |
| 2 | MTZ |
Mastec Inc
|
54,314 | $22,597,882 | |
| 3 | EME |
EMCOR Group, Inc.
|
10,223 | $8,483,863 | |
| 4 | PWR |
Quanta Services, Inc.
|
10,311 | $7,424,332 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
1,700 | $1,426,912 | |
| 6 | AGX |
Argan Inc
|
1,652 | $1,319,204 | |
| 7 | J |
Jacobs Solutions Inc.
|
7,271 | $916,146 | |
| 8 | DY |
Dycom Industries Inc
|
1,763 | $891,355 |
All Filings in ACM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,396 | 3,616 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $84,650 | 998 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $36,606 | 384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $129,034 | 989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,592 | 466 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $42,006 | 453 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,198 | 161 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $19,001 | 184 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||