Position in ACM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,711,241
-$633,465 QoQ
Shares Held
38,843
-1.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#175
of 568 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Thrivent Financial for Lutherans holds $549,756,017 across 24 Engineering & Construction names. ACM ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
243,512 | $202,085,737 | |
| 2 | PWR |
Quanta Services, Inc.
|
180,552 | $130,004,661 | |
| 3 | J |
Jacobs Solutions Inc.
|
587,672 | $74,046,672 | |
| 4 | FER |
Ferrovial N.V.
|
419,303 | $28,768,378 | |
| 5 | ACA |
Arcosa, Inc.
|
111,708 | $16,230,054 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
17,835 | $14,969,983 | |
| 7 | FLR |
Fluor Corp
|
285,471 | $14,955,824 | |
| 8 | AGX |
Argan Inc
|
9,167 | $7,320,307 |
All Filings in ACM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,711,241 | 38,843 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,344,706 | 39,433 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $3,086,880 | 32,381 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,242,857 | 47,849 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $10,516,068 | 93,178 | Shares | Defined | 2025-08-26 | |
| 2025-03-31 | $18,317,512 | 197,536 | Shares | Defined | 2025-08-26 | |
| 2024-12-31 | $21,131,451 | 197,823 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $28,067,545 | 271,788 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $26,631,236 | 302,147 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,784,555 | 140,544 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,257,696 | 121,797 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,884,477 | 34,736 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,038,423 | 35,877 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,170,684 | 37,603 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,005,654 | 70,713 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $7,366,114 | 107,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,831,243 | 135,407 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $10,410,288 | 135,533 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,434,128 | 134,895 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $7,424,166 | 117,564 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,711,236 | 121,782 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $7,833,536 | 122,189 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,296,771 | 126,492 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,924,005 | 93,786 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,078,478 | 81,918 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,350,448 | 78,742 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||