Filing Research | STRL - Sterling Infrastructure Inc Institutional Holdings

Snapshot holdings

50 / 205 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	230.4KSH	$193.4M
2	COOKSON PEIRCE & CO INC	Shares	85.6KSH	$71.8M
3	Baker Ellis Asset Management LLC	Shares	48.7KSH	$40.8M
4	Mirae Asset Global Investments Co., Ltd.	Shares	27.6KSH	$23.1M
5	Bensler, LLC	Shares	27.3KSH	$22.9M
6	Swedbank AB	Shares	18.1KSH	$15.2M
7	Y-Intercept (Hong Kong) Ltd	Shares	16.3KSH	$13.7M
8	STRATEGIC PLANNING GROUP, LLC	Shares	14.0KSH	$11.7M
9	Police & Firemen's Retirement System of New Jersey	Shares	13.6KSH	$11.4M
10	Hennion & Walsh Asset Management, Inc.	Shares	11.9KSH	$10.0M
11	Sidoxia Capital Management, LLC	Shares	11.3KSH	$9.5M
12	Guardian Wealth Management, Inc.	Shares	10.0KSH	$8.4M
13	BURNEY CO/	Shares	9.7KSH	$8.1M
14	GATEWAY INVESTMENT ADVISERS LLC	Shares	9.4KSH	$7.9M
15	Louisiana State Employees Retirement System	Shares	9.0KSH	$7.6M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.6KSH	$7.2M
17	Catalyst Capital Advisors LLC	Shares	7.8KSH	$6.6M
18	Uncommon Cents Investing LLC	Shares	7.8KSH	$6.5M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.3KSH	$6.2M
20	J.W. COLE ADVISORS, INC.	Shares	7.3KSH	$6.1M
21	E. Ohman J:or Asset Management AB	Shares	6.3KSH	$5.3M
22	Union Bancaire Privee, UBP SA	Shares	8.0KSH	$5.3M
23	Bay Rivers Group	Shares	5.1KSH	$4.3M
24	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	5.0KSH	$4.2M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.0KSH	$4.1M
26	Traynor Capital Management, Inc.	Shares	4.4KSH	$3.7M
27	SteelPeak Wealth, LLC	Shares	4.3KSH	$3.6M
28	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.3KSH	$3.6M
29	ANCHYRA PARTNERS LLC	Shares	4.1KSH	$3.4M
30	Segment Wealth Management, LLC	Shares	4.1KSH	$3.4M
31	IFP Advisors, Inc	Shares	4.1KSH	$3.4M
32	Apollon Wealth Management, LLC	Shares	3.8KSH	$3.2M
33	Farther Finance Advisors, LLC	Shares	3.5KSH	$3.0M
34	Elevated Financial Group LLC	Shares	3.4KSH	$2.9M
35	FULTON BANK, N.A.	Shares	3.4KSH	$2.8M
36	Value Investment Professionals, LLC	Shares	3.2KSH	$2.7M
37	ORSER CAPITAL MANAGEMENT, LLC	Shares	3.1KSH	$2.6M
38	Assenagon Asset Management S.A.	Shares	3.0KSH	$2.5M
39	D.A. DAVIDSON & CO.	Shares	3.0KSH	$2.5M
40	Spire Wealth Management	Shares	2.7KSH	$2.3M
41	JAMES INVESTMENT RESEARCH, INC.	Shares	2.7KSH	$2.3M
42	IAM Advisory, LLC	Shares	2.7KSH	$2.2M
43	SHAKER INVESTMENTS LLC/OH	Shares	2.5KSH	$2.1M
44	TOTH FINANCIAL ADVISORY CORP	Shares	2.5KSH	$2.1M
45	Penobscot Investment Management Company, Inc.	Shares	2.5KSH	$2.1M
46	Valeo Financial Advisors, LLC	Shares	2.3KSH	$1.9M
47	Portside Wealth Group, LLC	Shares	2.2KSH	$1.9M
48	Crossmark Global Holdings, Inc.	Shares	2.2KSH	$1.8M
49	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	2.2KSH	$1.8M
50	ELEVATION WEALTH PARTNERS, LLC	Shares	1.9KSH	$1.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 215 loaded

#		Instrument
1	COOKSON PEIRCE & CO INC added	Shares	+2.9K	+$38.2M	$71.8M
2	Bensler, LLC new	Shares	+27.3K	+$22.9M	$22.9M
3	Baker Ellis Asset Management LLC trimmed	Shares	-2.8K	+$19.9M	$40.8M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+16.3K	+$13.7M	$13.7M
5	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-5.3K	+$9.7M	$23.1M
6	Swedbank AB added	Shares	+2.1K	+$8.7M	$15.2M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+5.5K	+$8.1M	$11.4M
8	J.W. COLE ADVISORS, INC. new	Shares	+7.3K	+$6.1M	$6.1M
9	STRATEGIC PLANNING GROUP, LLC added	Shares	+123	+$6.1M	$11.7M
10	Hennion & Walsh Asset Management, Inc. added	Shares	+1.4K	+$5.7M	$10.0M
11	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+3.7K	+$5.6M	$7.9M
12	Union Bancaire Privee, UBP SA new	Shares	+8.0K	+$5.3M	$5.3M
13	Louisiana State Employees Retirement System added	Shares	+100	+$3.9M	$7.6M
14	Traynor Capital Management, Inc. new	Shares	+4.4K	+$3.7M	$3.7M
15	SteelPeak Wealth, LLC new	Shares	+4.3K	+$3.6M	$3.6M
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-548	+$3.5M	$7.2M
17	ANCHYRA PARTNERS LLC new	Shares	+4.1K	+$3.4M	$3.4M
18	Catalyst Capital Advisors LLC trimmed	Shares	-310	+$3.3M	$6.6M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-351	+$3.0M	$6.2M
20	Sidoxia Capital Management, LLC trimmed	Shares	-4.8K	+$2.9M	$9.5M
21	Uncommon Cents Investing LLC trimmed	Shares	-1.8K	+$2.6M	$6.5M
22	ORSER CAPITAL MANAGEMENT, LLC new	Shares	+3.1K	+$2.6M	$2.6M
23	Assenagon Asset Management S.A. new	Shares	+3.0K	+$2.5M	$2.5M
24	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.3K	+$2.4M	$3.6M
25	Bay Rivers Group trimmed	Shares	-241	+$2.1M	$4.3M
26	Apollon Wealth Management, LLC added	Shares	+1.1K	+$2.1M	$3.2M
27	Valeo Financial Advisors, LLC new	Shares	+2.3K	+$1.9M	$1.9M
28	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+2.2K	+$1.8M	$1.8M
29	Segment Wealth Management, LLC added	Shares	+162	+$1.8M	$3.4M
30	Elevated Financial Group LLC added	Shares	+518	+$1.7M	$2.9M
31	IFP Advisors, Inc trimmed	Shares	-342	+$1.6M	$3.4M
32	TOTH FINANCIAL ADVISORY CORP added	Shares	+1.2K	+$1.6M	$2.1M
33	E. Ohman J:or Asset Management AB trimmed	Shares	-3.4K	+$1.4M	$5.3M
34	FCG Investment Co new	Shares	+1.6K	+$1.4M	$1.4M
35	RFG Advisory, LLC new	Shares	+1.6K	+$1.4M	$1.4M
36	D.A. DAVIDSON & CO. added	Shares	+11	+$1.3M	$2.5M
37	Farther Finance Advisors, LLC trimmed	Shares	-480	+$1.3M	$3.0M
38	FULTON BANK, N.A. trimmed	Shares	-488	+$1.3M	$2.8M
39	Retireful, LLC new	Shares	+1.5K	+$1.2M	$1.2M
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-992	+$1.2M	$4.1M
41	IAM Advisory, LLC added	Shares	+7	+$1.2M	$2.2M
42	SHAKER INVESTMENTS LLC/OH unchanged	Shares	0	+$1.1M	$2.1M
43	Penobscot Investment Management Company, Inc. unchanged	Shares	0	+$1.1M	$2.1M
44	GK Wealth Management LLC new	Shares	+1.1K	+$956.9K	$956.9K
45	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$942.8K	$1.8M
46	Spire Wealth Management trimmed	Shares	-590	+$925.9K	$2.3M
47	Value Investment Professionals, LLC trimmed	Shares	-1.2K	+$900.7K	$2.7M
48	PETRA FINANCIAL ADVISORS INC new	Shares	+1.1K	+$899.0K	$899.0K
49	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+74	+$856.3K	$1.6M
50	BSW Wealth Partners unchanged	Shares	0	+$761.8K	$1.5M

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