Position in ROAD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$188,487
+$12,140 QoQ
Shares Held
1,587
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#266
of 356 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROAD Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $11,367,610 across 7 Engineering & Construction names. ROAD ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
14,272 | $10,276,410 | |
| 2 | J |
Jacobs Solutions Inc.
|
5,156 | $649,656 | |
| 3 | ROAD |
Construction Partners, Inc.
This page
|
1,587 | $188,487 | |
| 4 | FIX |
Comfort Systems USA Inc
|
50 | $99,097 | |
| 5 | MTZ |
Mastec Inc
|
198 | $82,379 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
75 | $62,952 | |
| 7 | ECG |
Everus Construction Group, Inc.
|
52 | $8,629 |
All Filings in ROAD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,487 | 1,587 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $176,347 | 1,587 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $172,268 | 1,587 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $171,450 | 1,350 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $87,681 | 825 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $59,292 | 825 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $72,979 | 825 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $57,585 | 825 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $45,548 | 825 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $46,323 | 825 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $35,904 | 825 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $30,162 | 825 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $18,049 | 575 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $15,490 | 575 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $15,346 | 575 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||