Valeo Financial Advisors’s Sterling Infrastructure STRL Stock Holding History

Valeo Financial Advisors’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	$1.89M	Buy	+2,250	New	+$1.58M	0.04%	190

Other funds holding STRL

CAM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Valeo Financial Advisors's STRL Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Sterling Infrastructure (STRL) in Q2 2026: 2,250 shares worth $1.89M. The stake represents 0.04% of the portfolio and ranks #190 among its holdings.

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

Valeo Financial Advisors held 2,250 shares of Sterling Infrastructure worth $1.89M as of Q2 2026.
Sterling Infrastructure was a new Valeo Financial Advisors position in Q2 2026.
Sterling Infrastructure made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #190 holding.
155 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.