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EXENCIAL WEALTH ADVISORS, LLC

Position in VMC — Vulcan Materials CO

CIK 1576151 OKLAHOMA CITY, OK

Position in VMC

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$733,576
-$58,479 QoQ
Shares Held
2,694
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in VMC Over Time

Shares Held

Position Value (USD)

Position in Building Materials

Basic Materials · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $15,918,576 across 2 Building Materials names. VMC ranks #2 (4.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VMC
Vulcan Materials CO
This page
2,694 $733,576

All Filings in VMC

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4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $733,576 2,694
2025-12-31 $792,055 2,777
2025-09-30 $836,418 2,719
2025-06-30 $672,133 2,577