Position in WLDN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$625,285
+$67,929 QoQ
Shares Held
7,905
+8.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#112
of 241 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLDN Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $36,815,168 across 13 Engineering & Construction names. WLDN ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
15,292 | $12,690,524 | |
| 2 | PWR |
Quanta Services, Inc.
|
12,312 | $8,865,131 | |
| 3 | FIX |
Comfort Systems USA Inc
|
3,741 | $7,414,474 | |
| 4 | MTZ |
Mastec Inc
|
5,419 | $2,254,628 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
2,284 | $1,917,097 | |
| 6 | DY |
Dycom Industries Inc
|
1,498 | $757,373 | |
| 7 | J |
Jacobs Solutions Inc.
|
5,455 | $687,330 | |
| 8 | WLDN |
Willdan Group, Inc.
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|
7,905 | $625,285 |
All Filings in WLDN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,285 | 7,905 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $557,356 | 7,280 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,075,056 | 10,371 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $493,795 | 5,107 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $443,258 | 7,091 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $276,244 | 6,784 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||