Optimist Retirement Group’s Sterling Infrastructure STRL Stock Holding History

Optimist Retirement Group’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	$546K	Buy	+651	New	+$457K	0.21%	71

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

CAM

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Optimist Retirement Group's STRL Position: Q2 2026 in Review

Optimist Retirement Group opened a new position in Sterling Infrastructure (STRL) in Q2 2026: 651 shares worth $546K. The stake represents 0.21% of the portfolio and ranks #71 among its holdings.

601 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Optimist Retirement Group held 651 shares of Sterling Infrastructure worth $546K as of Q2 2026.
Sterling Infrastructure was a new Optimist Retirement Group position in Q2 2026.
Sterling Infrastructure made up 0.21% of Optimist Retirement Group's portfolio in Q2 2026, its #71 holding.
601 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.