Position in CDLR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$460
New position
Shares Held
21
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 12 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $660,412 across 23 Engineering & Construction names. CDLR ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
290 | $240,665 | |
| 2 | ECG |
Everus Construction Group, Inc.
|
1,127 | $187,025 | |
| 3 | DY |
Dycom Industries Inc
|
114 | $57,637 | |
| 4 | ROAD |
Construction Partners, Inc.
|
358 | $42,519 | |
| 5 | PWR |
Quanta Services, Inc.
|
58 | $41,762 | |
| 6 | FIX |
Comfort Systems USA Inc
|
13 | $25,765 | |
| 7 | APG |
APi Group Corp
|
523 | $22,149 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
9 | $7,554 |
All Filings in CDLR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460 | 21 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||