Position in DY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$439,110
New position
Shares Held
1,296
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $10,291,424 across 12 Engineering & Construction names.
| # | 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
|
23,520 | $996,072 | |
| 6 | ACM |
Aecom
|
14,236 | $993,672 | |
| 7 | BLD |
QXO Insulation, LLC
|
1,633 | $578,947 | |
| 8 | WLDN |
Willdan Group, Inc.
|
6,948 | $549,586 |
All Filings in DY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,110 | 1,296 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||