Position in J
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$208,318,320
+$10,274,461 QoQ
Shares Held
1,653,320
+6.3% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 865 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Derivatives in J
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$0
PutShares
43,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $5,532,933,188 across 37 Engineering & Construction names. J ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
3,172,683 | $2,284,458,663 | |
| 2 | FER |
Ferrovial N.V.
|
8,127,586 | $557,633,670 | |
| 3 | MTZ |
Mastec Inc
|
1,335,924 | $555,824,537 | |
| 4 | EME |
EMCOR Group, Inc.
|
340,421 | $282,508,576 | |
| 5 | DY |
Dycom Industries Inc
|
534,374 | $270,174,148 | |
| 6 | J |
Jacobs Solutions Inc.
This page
|
1,653,320 | $208,318,320 | |
| 7 | FIX |
Comfort Systems USA Inc
|
97,968 | $194,167,675 | |
| 8 | 419,180 | $148,611,882 |
All Filings in J
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,318,320 | 1,653,320 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $198,043,859 | 1,555,970 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $257,992,471 | 1,947,701 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $310,329,932 | 2,070,799 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $248,709,443 | 1,892,046 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $250,152,418 | 2,069,256 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $238,175,989 | 1,782,488 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $224,103,220 | 1,712,018 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $198,118,869 | 1,418,072 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $180,397,652 | 1,173,471 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $133,804,041 | 1,030,848 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $152,420,365 | 1,116,633 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $116,062,304 | 976,216 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $141,572,811 | 1,204,773 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $147,130,342 | 1,225,372 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $131,550,020 | 1,212,555 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 JEC | — | 1,280,925 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 JEC | — | 1,201,562 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 JEC | — | 1,287,421 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 JEC | — | 43,500 | Put | Defined | 2021-11-15 | |
| 2021-09-30 JEC | — | 1,290,903 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 JEC | — | 1,182,874 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 JEC | — | 1,129,442 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 JEC | — | 916,073 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 JEC | — | 981,058 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 JEC | — | 928,246 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 JEC | — | 991,520 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||