Position in EXPO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$246,719
-$10,550 QoQ
Shares Held
4,199
+6.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 337 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPO Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $5,974,676 across 10 Engineering & Construction names. EXPO ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,080 | $1,497,674 | |
| 2 | J |
Jacobs Solutions Inc.
|
7,265 | $915,390 | |
| 3 | FIX |
Comfort Systems USA Inc
|
401 | $794,747 | |
| 4 | EME |
EMCOR Group, Inc.
|
810 | $672,194 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
741 | $621,961 | |
| 6 | FLR |
Fluor Corp
|
8,465 | $443,465 | |
| 7 | TTEK |
Tetra Tech Inc
|
11,056 | $319,395 | |
| 8 | EXPO |
Exponent Inc
This page
|
4,199 | $246,719 |
All Filings in EXPO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,719 | 4,199 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $257,269 | 3,943 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $238,585 | 3,435 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $205,510 | 2,958 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||