SHFP
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Second Half Financial Partners’s Sterling Infrastructure STRL Stock Holding History

Second Half Financial Partners’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 		$718K Hold
856
– – 0.29% 44
2026
Q1 		$349K Hold
856
– – 0.16% 63
2025
Q4 		$262K Hold
856
– – 0.12% 79
2025
Q3 		$291K Buy
+856
New +$243K 0.13% 73

Other funds holding STRL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GWMI
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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Second Half Financial Partners's STRL Position: Q2 2026 in Review

Second Half Financial Partners held its Sterling Infrastructure (STRL) position steady in Q2 2026 at 856 shares worth $718K. The position accounts for 0.29% of the portfolio, ranked #44.

Second Half Financial Partners first reported a position in STRL in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Second Half Financial Partners held 856 shares of Sterling Infrastructure worth $718K as of Q2 2026.
  • Second Half Financial Partners left its Sterling Infrastructure share count unchanged in Q2 2026.
  • Sterling Infrastructure made up 0.29% of Second Half Financial Partners's portfolio in Q2 2026, its #44 holding.
  • Second Half Financial Partners first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.