Position in J
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,967,422
-$1,310,232 QoQ
Shares Held
55,297
-15.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#170
of 859 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $11,115,975 across 11 Engineering & Construction names. J ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | J |
Jacobs Solutions Inc.
This page
|
55,297 | $6,967,422 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
2,503 | $2,100,918 | |
| 3 | GVA |
Granite Construction Inc
|
11,670 | $1,844,793 | |
| 4 | FIX |
Comfort Systems USA Inc
|
37 | $73,332 | |
| 5 | EME |
EMCOR Group, Inc.
|
61 | $50,622 | |
| 6 | IESC |
IES Holdings, Inc.
|
40 | $29,386 | |
| 7 | PWR |
Quanta Services, Inc.
|
21 | $15,120 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
75 | $12,446 |
All Filings in J
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,967,422 | 55,297 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,277,654 | 65,035 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,635,862 | 65,196 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,253,555 | 61,748 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,455,581 | 56,718 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,480,431 | 53,606 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,676,188 | 49,964 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,423,003 | 49,068 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,552,819 | 46,903 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,794,249 | 44,196 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,114,638 | 39,404 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,568,926 | 33,472 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,780,836 | 23,390 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,570,765 | 21,877 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,179,269 | 18,150 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,001,422 | 18,448 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||