Position in ACM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$18,078
-$243 QoQ
Shares Held
259
+19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#474
of 568 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $1,450,218 across 31 Engineering & Construction names. ACM ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
398 | $788,816 | |
| 2 | MTZ |
Mastec Inc
|
460 | $191,387 | |
| 3 | EME |
EMCOR Group, Inc.
|
165 | $136,930 | |
| 4 | AGX |
Argan Inc
|
83 | $66,279 | |
| 5 | IESC |
IES Holdings, Inc.
|
59 | $43,344 | |
| 6 | APG |
APi Group Corp
|
782 | $33,117 | |
| 7 | FER |
Ferrovial N.V.
|
468 | $32,109 | |
| 8 | TTEK |
Tetra Tech Inc
|
712 | $20,569 |
All Filings in ACM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,078 | 259 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $18,321 | 216 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,859 | 30 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,089 | 62 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,370 | 21 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,576 | 17 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,580 | 305 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,394 | 304 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $616 | 7 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $784 | 8 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $554 | 6 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $332 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $254 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $337 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $254 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||