Position in J
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$649,656
-$116,315 QoQ
Shares Held
5,156
-14.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#451
of 859 holders
Holding Since
Mar 2023
14 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, 2026Caldwell Trust Co holds $11,367,610 across 7 Engineering & Construction names. J ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
14,272 | $10,276,410 | |
| 2 | J |
Jacobs Solutions Inc.
This page
|
5,156 | $649,656 | |
| 3 | ROAD |
Construction Partners, Inc.
|
1,587 | $188,487 | |
| 4 | FIX |
Comfort Systems USA Inc
|
50 | $99,097 | |
| 5 | MTZ |
Mastec Inc
|
198 | $82,379 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
75 | $62,952 | |
| 7 | ECG |
Everus Construction Group, Inc.
|
52 | $8,629 |
All Filings in J
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,656 | 5,156 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $765,971 | 6,018 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,648,332 | 12,444 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,651,307 | 11,019 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,265,074 | 9,624 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,063,832 | 8,800 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $930,262 | 6,962 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $731,469 | 5,588 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $567,781 | 4,064 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $456,424 | 2,969 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $273,228 | 2,105 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $176,357 | 1,292 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $12,483 | 105 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $2,115 | 18 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||