Position in EXPO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,326,075
-$1,656,028 QoQ
Shares Held
66,300
-23.0% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0.6847662141779789.ToString("F0")%
Shared 0.ToString("F0")%
None 99.31523378582202.ToString("F0")%
Common Shares in EXPO Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026Creative Planning holds $204,158,004 across 31 Engineering & Construction names. EXPO ranks #15 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
32,344 | $44,602,052 | |
| 2 | PWR |
Quanta Services, Inc.
|
50,115 | $27,514,136 | |
| 3 | EME |
EMCOR Group, Inc.
|
25,887 | $19,112,630 | |
| 4 | AGX |
Argan Inc
|
22,096 | $12,034,586 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
28,584 | $11,641,405 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
79,828 | $9,424,493 | |
| 7 | J |
Jacobs Solutions Inc.
|
60,737 | $7,730,605 | |
| 8 | DY |
Dycom Industries Inc
|
21,149 | $7,165,704 |
All Filings in EXPO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,326,075 | 66,300 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,982,103 | 86,123 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,081,576 | 44,352 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,740,518 | 23,297 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,657,677 | 20,450 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,656,101 | 18,587 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,457,769 | 21,320 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,623,694 | 17,070 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $901,816 | 10,906 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $530,000 | 6,020 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $536,968 | 6,273 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $340,244 | 3,646 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $397,464 | 3,987 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $329,077 | 3,321 | Shares | Sole | 2023-02-10 | |
| 2021-03-31 | $358,421 | 3,678 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $325,278 | 3,613 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $257,435 | 3,574 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $289,243 | 3,574 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $257,006 | 3,574 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||