Strategic Planning Group
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Strategic Planning Group’s Sterling Infrastructure STRL Stock Holding History

Strategic Planning 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
Q3 		$7.24M Buy
14,717
+741
+5% +$417K 0.75% 44
2026
Q2 		$11.7M Buy
13,976
+123
+0.9% +$86.3K 1.28% 30
2026
Q1 		$5.64M Buy
+13,853
New +$5.42M 0.79% 44

Other funds holding STRL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Strategic Planning Group's STRL Position: Q3 2026 in Review

Strategic Planning Group increased its Sterling Infrastructure (STRL) stake by 5.3% in Q3 2026, buying an estimated $417K and bringing the position to 14,717 shares worth $7.24M. The position accounts for 0.75% of the portfolio, ranked #44.

Strategic Planning Group first reported a position in STRL in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.7M in Q2 2026. 154 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Strategic Planning Group held 14,717 shares of Sterling Infrastructure worth $7.24M as of Q3 2026.
  • Strategic Planning Group bought 741 Sterling Infrastructure shares in Q3 2026, an estimated $417K.
  • Sterling Infrastructure made up 0.75% of Strategic Planning Group's portfolio in Q3 2026, its #44 holding.
  • Strategic Planning Group first reported a position in Sterling Infrastructure in Q1 2026 and has held it in 3 quarters since.
  • Strategic Planning Group's Sterling Infrastructure position peaked at $11.7M in Q2 2026.
  • 154 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.