Position in PWR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,861,438
+$1,187,477 QoQ
Shares Held
3,974
+30.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#751
of 1,924 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026F/m Investments LLC holds $15,721,592 across 6 Engineering & Construction names. PWR ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | J |
Jacobs Solutions Inc.
|
75,252 | $9,481,752 | |
| 2 | PWR |
Quanta Services, Inc.
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|
3,974 | $2,861,438 | |
| 3 | CDNL |
Cardinal Infrastructure Group Inc.
|
20,215 | $1,904,253 | |
| 4 | MTZ |
Mastec Inc
|
1,853 | $770,959 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
519 | $435,627 | |
| 6 | FIX |
Comfort Systems USA Inc
|
135 | $267,563 |
All Filings in PWR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,861,438 | 3,974 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,673,961 | 3,049 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,693,731 | 18,229 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,352,216 | 22,567 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,251,639 | 27,115 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,798,298 | 26,746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,970,763 | 28,384 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,799,902 | 26,161 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,902,100 | 27,164 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||