Position in J
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,550,554
-$167,549 QoQ
Shares Held
28,179
-3.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#242
of 860 holders
Holding Since
Sep 2023
12 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, 2026Compass Wealth Management LLC holds $3,987,515 across 2 Engineering & Construction names. J ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | J |
Jacobs Solutions Inc.
This page
|
28,179 | $3,550,554 | |
| 2 | TTEK |
Tetra Tech Inc
|
15,125 | $436,961 |
All Filings in J
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,550,554 | 28,179 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,718,103 | 29,212 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,737,888 | 28,219 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,080,537 | 27,229 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,618,949 | 27,531 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,291,472 | 27,227 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,585,959 | 26,837 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,264,254 | 24,937 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,661,939 | 26,211 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,181,608 | 27,201 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,424,123 | 26,380 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,198,469 | 8,780 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||