LRI Investments’s Sterling Infrastructure STRL Stock Holding History

LRI Investments’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 Q2	$57.1K	Buy	68 +11	+19%	+$7.72K	﹤0.01%	540
2026 Q1	$23.2K	Sell	57 -1	-2%	-$391	﹤0.01%	659
2025 Q4	$17.7K	Hold	58	–	–	﹤0.01%	737
2025 Q3	$19.7K	Hold	58	–	–	﹤0.01%	725
2025 Q2	$13.4K	Buy	58 +16	+38%	+$2.79K	﹤0.01%	783
2025 Q1	$4.78K	Hold	42	–	–	﹤0.01%	961
2024 Q4	$7.11K	Hold	42	–	–	﹤0.01%	842
2024 Q3	$7.69K	Sell	42 -20	-32%	-$2.38K	﹤0.01%	832
2024 Q2	$7.38K	Buy	+62	New	+$7.07K	﹤0.01%	807

Other funds holding STRL

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return