Physician Wealth Advisors, Inc.
Position in ROAD — Construction Partners, Inc.
CIK 1795173
MIDVALE, UT
Position in ROAD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$42,519
+$3,183 QoQ
Shares Held
358
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#53
of 83 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROAD Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $660,412 across 23 Engineering & Construction names. ROAD ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
290 | $240,665 | |
| 2 | ECG |
Everus Construction Group, Inc.
|
1,127 | $187,025 | |
| 3 | DY |
Dycom Industries Inc
|
114 | $57,637 | |
| 4 | ROAD |
Construction Partners, Inc.
This page
|
358 | $42,519 | |
| 5 | PWR |
Quanta Services, Inc.
|
58 | $41,762 | |
| 6 | FIX |
Comfort Systems USA Inc
|
13 | $25,765 | |
| 7 | APG |
APi Group Corp
|
523 | $22,149 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
9 | $7,554 |
All Filings in ROAD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,519 | 358 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $39,336 | 354 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $38,426 | 354 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $44,958 | 354 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $38,154 | 359 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $24,651 | 343 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $30,341 | 343 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||