Position in J
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$916,146
+$351,660 QoQ
Shares Held
7,271
+63.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 859 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Arax Advisory Partners holds $229,081,851 across 36 Engineering & Construction names. J ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
91,674 | $181,693,284 | |
| 2 | MTZ |
Mastec Inc
|
54,314 | $22,597,882 | |
| 3 | EME |
EMCOR Group, Inc.
|
10,223 | $8,483,863 | |
| 4 | PWR |
Quanta Services, Inc.
|
10,311 | $7,424,332 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
1,700 | $1,426,912 | |
| 6 | AGX |
Argan Inc
|
1,652 | $1,319,204 | |
| 7 | J |
Jacobs Solutions Inc.
This page
|
7,271 | $916,146 | |
| 8 | DY |
Dycom Industries Inc
|
1,763 | $891,355 |
All Filings in J
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,146 | 7,271 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $564,486 | 4,435 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $590,771 | 4,460 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,807,327 | 18,733 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,617 | 1,336 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $110,735 | 916 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $123,999 | 928 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $114,930 | 878 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $119,032 | 852 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $131,131 | 853 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $113,185 | 872 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $118,754 | 870 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $122,100 | 1,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $144,067 | 1,226 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $145,524 | 1,212 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $130,838 | 1,206 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||