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Tectonic Advisors’s Dycom Industries DY Stock Holding History

Tectonic Advisors’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Sell
594
-307
-34% -$134K 0.01% 262
2026
Q1 		$305K Buy
901
+24
+3% +$9.02K 0.02% 254
2025
Q4 		$296K Buy
877
+22
+3% +$6.94K 0.02% 303
2025
Q3 		$249K Buy
+855
New +$224K 0.01% 318

Other funds holding DY

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Tectonic Advisors's DY Position: Q2 2026 in Review

Tectonic Advisors reduced its Dycom Industries (DY) stake by 34% in Q2 2026, selling an estimated $134K and leaving 594 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #262.

Tectonic Advisors first reported a position in DY in Q3 2025 and has held it in 4 quarters since. The position peaked at $305K in Q1 2026. 87 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Tectonic Advisors held 594 shares of Dycom Industries worth $300K as of Q2 2026.
  • Tectonic Advisors sold 307 Dycom Industries shares in Q2 2026, an estimated $134K.
  • Dycom Industries made up 0.01% of Tectonic Advisors's portfolio in Q2 2026, its #262 holding.
  • Tectonic Advisors first reported a position in Dycom Industries in Q3 2025 and has held it in 4 quarters since.
  • Tectonic Advisors's Dycom Industries position peaked at $305K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.