Position in MTZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,254,628
+$542,651 QoQ
Shares Held
5,419
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#375
of 908 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTZ Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $36,815,168 across 13 Engineering & Construction names. MTZ ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
15,292 | $12,690,524 | |
| 2 | PWR |
Quanta Services, Inc.
|
12,312 | $8,865,131 | |
| 3 | FIX |
Comfort Systems USA Inc
|
3,741 | $7,414,474 | |
| 4 | MTZ |
Mastec Inc
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|
5,419 | $2,254,628 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
2,284 | $1,917,097 | |
| 6 | DY |
Dycom Industries Inc
|
1,498 | $757,373 | |
| 7 | J |
Jacobs Solutions Inc.
|
5,455 | $687,330 | |
| 8 | WLDN |
Willdan Group, Inc.
|
7,905 | $625,285 |
All Filings in MTZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,254,628 | 5,419 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,711,977 | 5,321 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,042,506 | 4,796 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $948,706 | 4,458 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $722,452 | 4,239 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $522,510 | 4,477 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $664,907 | 4,884 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $617,469 | 5,016 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $529,600 | 4,950 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $470,353 | 5,044 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $387,989 | 5,124 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||