Position in J
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,399,164
+$272,238 QoQ
Shares Held
34,914
+7.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#216
of 860 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Occidental Asset Management, LLC holds $4,666,080 across 2 Engineering & Construction names. J ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | J |
Jacobs Solutions Inc.
This page
|
34,914 | $4,399,164 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
318 | $266,916 |
All Filings in J
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,399,164 | 34,914 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,126,926 | 32,424 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,071,555 | 30,738 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,393,745 | 29,319 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,740,672 | 28,457 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,319,519 | 27,459 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,346,512 | 25,045 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,935,564 | 22,426 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,907,086 | 20,808 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,993,429 | 19,472 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,145,204 | 16,527 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,030,710 | 14,877 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,686,930 | 14,189 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||