Informed Momentum Co LLC
Position in STRL — Sterling Infrastructure, Inc.
CIK 1510989
Solana Beach, CA
Position in STRL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,852,857
+$2,968,164 QoQ
Shares Held
6,973
-1.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#240
of 879 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in STRL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Informed Momentum Co LLC holds $47,716,463 across 10 Engineering & Construction names. STRL ranks #5 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
|
16,760 | $8,473,688 | |
| 2 | IESC |
IES Holdings, Inc.
|
11,124 | $8,172,357 | |
| 3 | AGX |
Argan Inc
|
9,619 | $7,681,252 | |
| 4 | MYRG |
Myr Group Inc.
|
15,158 | $7,585,063 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
This page
|
6,973 | $5,852,857 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
28,326 | $4,700,699 | |
| 7 | ORN |
Orion Group Holdings Inc
|
112,703 | $1,895,664 | |
| 8 | BBCP |
Concrete Pumping Holdings, Inc.
|
117,631 | $1,417,453 |
All Filings in STRL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,852,857 | 6,973 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,884,693 | 7,083 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,893,861 | 15,981 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,057,585 | 29,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,133,726 | 26,584 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,599,109 | 33,239 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,474,505 | 37,750 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,067,318 | 42,820 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,748,735 | 43,049 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $2,768,726 | 37,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,555,974 | 45,806 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,684,777 | 97,275 | Shares | Sole | 2023-07-12 | |
| 2022-12-31 | $3,015,107 | 91,924 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $1,202,248 | 44,860 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $1,187,793 | 51,198 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,736,108 | 93,289 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||