THOROUGHBRED FINANCIAL SERVICES, LLC

Position in STRL — Sterling Infrastructure, Inc.

CIK 1091370 BRENTWOOD, TN

Position in STRL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,582,650

+$5,515,804 QoQ

Shares Held

12,608

+1.3% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#170

of 879 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

THOROUGHBRED FINANCIAL SERVICES, LLC holds $19,232,658 across 6 Engineering & Construction names. STRL ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc. This page	12,608	$10,582,650
2	AGX	Argan Inc	7,258	$5,795,875
3	MTZ	Mastec Inc	3,941	$1,639,692
4	DY	Dycom Industries Inc	1,501	$758,890
5	ORN	Orion Group Holdings Inc	13,747	$231,224
6	ACA	Arcosa, Inc.	1,544	$224,327

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,582,650	12,608	+1.3%	Shares	Sole	2026-08-11
2026-03-31	$5,066,846	12,441	+2.3%	Shares	Sole	2026-05-12
2025-12-31	$3,724,981	12,164	+3.7%	Shares	Sole	2026-02-10
2025-09-30	$3,982,748	11,725	+4.1%	Shares	Sole	2025-11-10
2025-06-30	$2,598,250	11,261	-7.6%	Shares	Sole	2025-08-08
2025-03-31	$1,379,916	12,189	-2.0%	Shares	Sole	2025-05-09
2024-12-31	$2,094,675	12,435	+1.8%	Shares	Sole	2025-02-12
2024-09-30	$1,772,144	12,220	+4.0%	Shares	Sole	2024-11-08
2024-06-30	$1,390,731	11,752	+13.4%	Shares	Sole	2024-08-08
2024-03-31	$1,143,583	10,367	-7.8%	Shares	Sole	2024-05-07
2023-12-31	$988,157	11,238	+245.4%	Shares	Sole	2024-02-09
2023-09-30	$239,103	3,254	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.