Position in FER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$243,496
New position
Shares Held
3,549
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 332 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 85%
Shared 0%
None 15%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $22,699,524 across 9 Engineering & Construction names. FER ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
13,155 | $9,472,126 | |
| 2 | FIX |
Comfort Systems USA Inc
|
4,267 | $8,456,980 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
2,202 | $1,848,270 | |
| 4 | TPC |
Tutor Perini Corp
|
10,303 | $854,839 | |
| 5 | EME |
EMCOR Group, Inc.
|
1,030 | $854,776 | |
| 6 | BLD |
QXO Insulation, LLC
|
1,043 | $369,774 | |
| 7 | GVA |
Granite Construction Inc
|
2,038 | $322,167 | |
| 8 | AGX |
Argan Inc
|
347 | $277,096 |
All Filings in FER
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,496 | 3,549 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||