Apella Capital
STRL icon

Apella Capital’s Sterling Infrastructure STRL Stock Holding History

Apella Capital’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$337K Buy
631
+9
+1% +$5.06K ﹤0.01% 599
2026
Q2 		$419K Buy
622
+8
+1% +$5.62K 0.01% 505
2026
Q1 		$285K Buy
+614
New +$240K ﹤0.01% 569
2025
Q4 		– Sell
-611
Closed -$221K – 539
2025
Q3 		$221K Buy
+611
New +$173K ﹤0.01% 438

Other funds holding STRL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CMG Global Holdings
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Apella Capital's STRL Position: Q3 2026 in Review

Apella Capital increased its Sterling Infrastructure (STRL) stake by 1.4% in Q3 2026, buying an estimated $5.06K and bringing the position to 631 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Apella Capital first reported a position in STRL in Q3 2025 and has held it in 4 quarters since. The position peaked at $419K in Q2 2026. 130 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Apella Capital held 631 shares of Sterling Infrastructure worth $337K as of Q3 2026.
  • Apella Capital bought 9 Sterling Infrastructure shares in Q3 2026, an estimated $5.06K.
  • Sterling Infrastructure made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #599 holding.
  • Apella Capital first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 4 quarters since.
  • Apella Capital's Sterling Infrastructure position peaked at $419K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.