Institute for Wealth Management, LLC.
Position in STRL — Sterling Infrastructure, Inc.
CIK 1533954
DENVER, CO
Position in STRL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,678
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#867
of 879 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,686,024 across 12 Engineering & Construction names. STRL ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,112 | $1,520,724 | |
| 2 | ROAD |
Construction Partners, Inc.
|
4,350 | $516,649 | |
| 3 | FLR |
Fluor Corp
|
6,758 | $354,051 | |
| 4 | 423 | $149,966 | |||
| 5 | KBR |
Kbr, Inc.
|
1,150 | $39,709 | |
| 6 | DY |
Dycom Industries Inc
|
71 | $35,896 | |
| 7 | EME |
EMCOR Group, Inc.
|
31 | $25,726 | |
| 8 | MTZ |
Mastec Inc
|
55 | $22,883 |
All Filings in STRL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,678 | 2 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||