Creative Planning

Position in STRL — Sterling Infrastructure, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in STRL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$27,962,438

+$16,321,033 QoQ

Shares Held

33,314

+16.5% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#93

of 879 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Creative Planning holds $293,090,114 across 30 Engineering & Construction names. STRL ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	34,488	$68,353,491
2	PWR	Quanta Services, Inc.	54,285	$39,087,370
3	STRL	Sterling Infrastructure, Inc. This page	33,314	$27,962,438
4	EME	EMCOR Group, Inc.	26,255	$21,788,498
5	AGX	Argan Inc	24,730	$19,748,141
6	ECG	Everus Construction Group, Inc.	82,696	$13,723,401
7	DY	Dycom Industries Inc	26,314	$13,304,094
8	MYRG	Myr Group Inc.	22,404	$11,210,961

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,962,438	33,314	+16.5%	Shares	Defined	2026-08-13
2026-03-31	$11,641,405	28,584	+37.4%	Shares	Sole	2026-05-12
2025-12-31	$6,372,033	20,808	+23.4%	Shares	Sole	2026-02-17
2025-09-30	$5,728,023	16,863	+63.5%	Shares	Sole	2025-11-14
2025-06-30	$2,379,518	10,313	+43.6%	Shares	Sole	2025-08-08
2025-03-31	$813,187	7,183	-11.3%	Shares	Sole	2025-05-15
2024-12-31	$1,363,938	8,097	+72.8%	Shares	Defined	2025-02-14
2024-09-30	$679,708	4,687	+53.5%	Shares	Defined	2024-10-11
2024-06-30	$361,291	3,053	-69.5%	Shares	Sole	2024-08-15
2020-06-30	$104,700	10,000	0.0%	Shares	Sole	2020-07-23
2020-03-31	$95,000	10,000	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.