Position in APG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$996,072
+$706,071 QoQ
Shares Held
23,520
+228.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#309
of 575 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APG Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $10,291,424 across 12 Engineering & Construction names. APG ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
3,125 | $2,250,125 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
1,409 | $1,182,658 | |
| 3 | EME |
EMCOR Group, Inc.
|
1,366 | $1,133,616 | |
| 4 | FIX |
Comfort Systems USA Inc
|
532 | $1,054,397 | |
| 5 | APG |
APi Group Corp
This page
|
23,520 | $996,072 | |
| 6 | ACM |
Aecom
|
14,236 | $993,672 | |
| 7 | 1,633 | $578,947 | |||
| 8 | WLDN |
Willdan Group, Inc.
|
6,948 | $549,586 |
All Filings in APG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,072 | 23,520 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $290,001 | 7,157 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $509,274 | 9,976 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $247,101 | 6,910 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $248,552 | 6,910 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $260,023 | 6,910 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $271,355 | 6,910 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||