Position in J
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,942
New position
Shares Held
1,817
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#630
of 859 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 0%
None 3%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $4,026,731 across 7 Engineering & Construction names. J ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,349 | $1,691,372 | |
| 2 | FIX |
Comfort Systems USA Inc
|
334 | $661,968 | |
| 3 | EME |
EMCOR Group, Inc.
|
587 | $487,139 | |
| 4 | AGX |
Argan Inc
|
468 | $373,720 | |
| 5 | MTZ |
Mastec Inc
|
741 | $308,299 | |
| 6 | TTEK |
Tetra Tech Inc
|
9,529 | $275,291 | |
| 7 | J |
Jacobs Solutions Inc.
This page
|
1,817 | $228,942 |
All Filings in J
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,942 | 1,817 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||