Position in EXPO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,286,197
-$456,826 QoQ
Shares Held
21,889
-18.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#119
of 337 holders
Holding Since
Mar 2021
21 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, 2026NewEdge Wealth, LLC holds $19,114,392 across 12 Engineering & Construction names. EXPO ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGX |
Argan Inc
|
10,173 | $8,123,649 | |
| 2 | EME |
EMCOR Group, Inc.
|
3,715 | $3,083,004 | |
| 3 | FIX |
Comfort Systems USA Inc
|
1,161 | $2,301,043 | |
| 4 | PWR |
Quanta Services, Inc.
|
2,610 | $1,879,304 | |
| 5 | EXPO |
Exponent Inc
This page
|
21,889 | $1,286,197 | |
| 6 | DY |
Dycom Industries Inc
|
953 | $481,827 | |
| 7 | J |
Jacobs Solutions Inc.
|
3,401 | $428,526 | |
| 8 | TTEK |
Tetra Tech Inc
|
12,381 | $357,687 |
All Filings in EXPO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,197 | 21,889 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,743,023 | 26,713 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,624,252 | 23,384 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,226,278 | 32,042 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,524,376 | 33,789 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,781,817 | 34,318 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,710,689 | 30,423 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,795,132 | 32,921 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,949,956 | 31,013 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,519,646 | 30,471 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,852,319 | 32,398 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,685,700 | 31,375 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,698,441 | 28,916 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,805,775 | 28,145 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,762,530 | 27,879 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,278,017 | 25,984 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,277,420 | 24,898 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,021,720 | 9,456 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $882,456 | 7,799 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $629,019 | 7,051 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $665,096 | 6,825 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||