Aspiriant LLC
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Aspiriant LLC’s Sterling Infrastructure STRL Stock Holding History

Aspiriant LLC’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 		$403K Buy
820
+4
+0.5% +$2.25K 0.01% 270
2026
Q2 		$685K Sell
816
-34
-4% -$23.9K 0.02% 209
2026
Q1 		$346K Sell
850
-150
-15% -$58.7K 0.01% 261
2025
Q4 		$306K Hold
1,000
– – 0.01% 276
2025
Q3 		$340K Buy
+1,000
New +$284K 0.01% 237

Other funds holding STRL

Congress Asset Management
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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
CGH
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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Aspiriant LLC's STRL Position: Q3 2026 in Review

Aspiriant LLC increased its Sterling Infrastructure (STRL) stake by 0.49% in Q3 2026, buying an estimated $2.25K and bringing the position to 820 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #270.

Aspiriant LLC first reported a position in STRL in Q3 2025 and has held it in 5 quarters since. The position peaked at $685K in Q2 2026. 96 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Aspiriant LLC held 820 shares of Sterling Infrastructure worth $403K as of Q3 2026.
  • Aspiriant LLC bought 4 Sterling Infrastructure shares in Q3 2026, an estimated $2.25K.
  • Sterling Infrastructure made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #270 holding.
  • Aspiriant LLC first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 5 quarters since.
  • Aspiriant LLC's Sterling Infrastructure position peaked at $685K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.