Balboa Wealth Partners

Position in STRL — Sterling Infrastructure, Inc.

CIK 1929008 SCOTTSDALE, AZ

Position in STRL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$9,044,943

+$3,437,650 QoQ

Shares Held

10,776

-21.7% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#187

of 878 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Balboa Wealth Partners holds $11,311,883 across 5 Engineering & Construction names. STRL ranks #1 (80.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc. This page	10,776	$9,044,943
2	PWR	Quanta Services, Inc.	1,254	$902,930
3	FIX	Comfort Systems USA Inc	286	$566,837
4	AGX	Argan Inc	653	$521,453
5	MYRG	Myr Group Inc.	551	$275,720

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,044,943	10,776	-21.7%	Shares	Sole	2026-08-10
2026-03-31	$5,607,293	13,768	-8.5%	Shares	Sole	2026-04-16
2025-12-31	$4,608,761	15,050	+1.0%	Shares	Sole	2026-01-16
2025-09-30	$5,060,212	14,897	+1.2%	Shares	Sole	2025-11-06
2025-06-30	$3,396,576	14,721	-7.1%	Shares	Sole	2025-07-29
2025-03-31	$1,793,359	15,841	+43.7%	Shares	Sole	2025-04-23
2024-12-31	$1,856,992	11,024	+5.0%	Shares	Sole	2025-02-10
2024-09-30	$1,522,564	10,499	-16.1%	Shares	Sole	2024-11-06
2024-06-30	$1,480,315	12,509	-34.8%	Shares	Sole	2024-08-13
2024-03-31	$2,115,745	19,180	+19.1%	Shares	Sole	2024-05-13
2023-12-31	$1,416,376	16,108	+29.8%	Shares	Sole	2024-02-09
2023-09-30	$911,960	12,411	-23.4%	Shares	Sole	2023-10-23
2023-06-30	$904,183	16,204	+9.1%	Shares	Sole	2023-08-08
2023-03-31	$562,669	14,854	—	Shares	Defined	2023-05-12
No filing history on record for this holder in this stock.