Position in J
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,481,752
-$352,155 QoQ
Shares Held
75,252
-2.6% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#132
of 867 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026F/m Investments LLC holds $15,721,592 across 6 Engineering & Construction names. J ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | J |
Jacobs Solutions Inc.
This page
|
75,252 | $9,481,752 | |
| 2 | PWR |
Quanta Services, Inc.
|
3,974 | $2,861,438 | |
| 3 | CDNL |
Cardinal Infrastructure Group Inc.
|
20,215 | $1,904,253 | |
| 4 | MTZ |
Mastec Inc
|
1,853 | $770,959 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
519 | $435,627 | |
| 6 | FIX |
Comfort Systems USA Inc
|
135 | $267,563 |
All Filings in J
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,481,752 | 75,252 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,833,907 | 77,262 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,009,472 | 75,566 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,611,002 | 77,479 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,171,469 | 77,379 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,405,727 | 77,804 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,446,275 | 78,179 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,397,564 | 109,989 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,512,842 | 111,036 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||