Position in MTRX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$378,284
+$145,114 QoQ
Shares Held
27,612
+35.9% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 151 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MTRX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Creative Planning holds $293,090,113 across 30 Engineering & Construction names. MTRX ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
34,488 | $68,353,491 | |
| 2 | PWR |
Quanta Services, Inc.
|
54,285 | $39,087,370 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
33,314 | $27,962,438 | |
| 4 | EME |
EMCOR Group, Inc.
|
26,255 | $21,788,498 | |
| 5 | AGX |
Argan Inc
|
24,730 | $19,748,141 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
82,696 | $13,723,401 | |
| 7 | DY |
Dycom Industries Inc
|
26,314 | $13,304,094 | |
| 8 | MYRG |
Myr Group Inc.
|
22,404 | $11,210,961 |
All Filings in MTRX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,284 | 27,612 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $233,170 | 20,311 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $332,607 | 28,428 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $376,102 | 28,754 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,711 | 13,006 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $1,484 | 124 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||