Position in ACM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$900,193
-$587,240 QoQ
Shares Held
10,613
-32.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $405,340,290 across 31 Engineering & Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
355,834 | $256,214,712 | |
| 2 | FIX |
Comfort Systems USA Inc
|
21,919 | $43,442,361 | |
| 3 | EME |
EMCOR Group, Inc.
|
31,986 | $26,544,539 | |
| 4 | MTZ |
Mastec Inc
|
40,605 | $16,894,115 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
13,136 | $11,025,832 | |
| 6 | J |
Jacobs Solutions Inc.
|
71,788 | $9,045,288 | |
| 7 | DY |
Dycom Industries Inc
|
13,304 | $6,726,369 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
35,576 | $5,903,836 |
All Filings in ACM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $900,193 | 10,613 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,487,433 | 15,603 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,255,486 | 24,952 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,358,660 | 20,899 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,447,327 | 15,608 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,429,036 | 13,378 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,372,146 | 13,287 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,107,741 | 12,568 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,228,646 | 12,527 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,170,254 | 12,661 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,194,446 | 14,384 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,187,606 | 14,023 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,221,206 | 14,483 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,193,944 | 14,058 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $973,724 | 14,242 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $916,667 | 14,055 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,045,306 | 13,609 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $984,665 | 12,730 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $796,636 | 12,615 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $812,078 | 12,825 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $806,375 | 12,578 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $636,685 | 12,790 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $569,901 | 13,621 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $517,251 | 13,764 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $352,856 | 11,821 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||