STRATEGIC PLANNING GROUP, LLC
Position in STRL — Sterling Infrastructure, Inc.
CIK 1875525
Bountiful, UT
Position in STRL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,730,895
+$6,088,984 QoQ
Shares Held
13,976
+0.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#162
of 879 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STRL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026STRATEGIC PLANNING GROUP, LLC holds $40,647,545 across 2 Engineering & Construction names. STRL ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
14,590 | $28,916,650 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
This page
|
13,976 | $11,730,895 |
All Filings in STRL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,730,895 | 13,976 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,641,911 | 13,853 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||