Position in ORN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$420,532
+$65,535 QoQ
Shares Held
38,581
+8.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 1.2130323216090821.ToString("F0")%
Shared 0.ToString("F0")%
None 98.78696767839091.ToString("F0")%
Common Shares in ORN Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026Creative Planning holds $204,158,004 across 31 Engineering & Construction names. ORN ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
32,344 | $44,602,052 | |
| 2 | PWR |
Quanta Services, Inc.
|
50,115 | $27,514,136 | |
| 3 | EME |
EMCOR Group, Inc.
|
25,887 | $19,112,630 | |
| 4 | AGX |
Argan Inc
|
22,096 | $12,034,586 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
28,584 | $11,641,405 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
79,828 | $9,424,493 | |
| 7 | J |
Jacobs Solutions Inc.
|
60,737 | $7,730,605 | |
| 8 | DY |
Dycom Industries Inc
|
21,149 | $7,165,704 |
All Filings in ORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,532 | 38,581 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $354,997 | 35,714 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $130,789 | 15,720 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $201,951 | 22,266 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $21,330 | 2,910 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||