Position in J
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$22,186,813
-$1,554,655 QoQ
Shares Held
174,315
-2.7% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026CWM, LLC holds $133,413,743 across 37 Engineering & Construction names. J ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
35,299 | $48,676,968 | |
| 2 | J |
Jacobs Solutions Inc.
This page
|
174,315 | $22,186,813 | |
| 3 | EME |
EMCOR Group, Inc.
|
24,625 | $18,180,883 | |
| 4 | MTZ |
Mastec Inc
|
38,107 | $12,260,546 | |
| 5 | PWR |
Quanta Services, Inc.
|
16,221 | $8,905,653 | |
| 6 | FLR |
Fluor Corp
|
104,357 | $4,868,254 | |
| 7 | AGX |
Argan Inc
|
7,319 | $3,986,293 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
5,080 | $2,068,931 |
All Filings in J
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,186,813 | 174,315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,741,468 | 179,235 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $27,317,979 | 182,290 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $23,690,050 | 180,221 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $19,356,887 | 161,721 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $21,545,757 | 162,859 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20,859,634 | 160,949 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $18,785,975 | 162,563 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $21,444,527 | 168,645 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $18,908,428 | 176,115 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $214,973 | 1,904 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $153,311 | 1,559 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $145,797 | 1,500 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $146,689 | 1,477 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $152,284 | 1,697 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||