Position in ACM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$288,896
-$119,878 QoQ
Shares Held
3,406
-20.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $7,269,992 across 10 Engineering & Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
1,020 | $2,021,588 | |
| 2 | PWR |
Quanta Services, Inc.
|
2,615 | $1,882,904 | |
| 3 | GVA |
Granite Construction Inc
|
5,035 | $795,932 | |
| 4 | EME |
EMCOR Group, Inc.
|
651 | $540,251 | |
| 5 | FER |
Ferrovial N.V.
|
7,793 | $534,677 | |
| 6 | MTZ |
Mastec Inc
|
1,166 | $485,125 | |
| 7 | STRL |
Sterling Infrastructure, Inc.
|
337 | $282,863 | |
| 8 | BLD |
QXO Insulation, LLC
|
703 | $249,233 |
All Filings in ACM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,896 | 3,406 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $408,774 | 4,288 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $590,246 | 4,524 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $317,926 | 2,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $202,429 | 2,183 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||