Position in EXPO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,383,716
New position
Shares Held
40,567
first reported quarter
Ownership
0.084%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 27 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $470,442,444 across 9 Engineering & Construction names. EXPO ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
194,764 | $386,012,509 | |
| 2 | DY |
Dycom Industries Inc
|
75,044 | $37,941,495 | |
| 3 | PWR |
Quanta Services, Inc.
|
24,997 | $17,998,838 | |
| 4 | J |
Jacobs Solutions Inc.
|
103,989 | $13,102,614 | |
| 5 | APG |
APi Group Corp
|
95,000 | $4,023,250 | |
| 6 | CDNL |
Cardinal Infrastructure Group Inc.
|
35,000 | $3,297,000 | |
| 7 | ACM |
Aecom
|
45,000 | $3,141,000 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
15,318 | $2,542,022 |
All Filings in EXPO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,383,716 | 40,567 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||