JTBR
STRL icon

James T. Borello RIA’s Sterling Infrastructure STRL Stock Holding History

James T. Borello RIA’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 		$1.97K Hold
4
– – ﹤0.01% 922
2026
Q2 		$3.36K Hold
4
– – ﹤0.01% 865
2026
Q1 		$1.63K Buy
+4
New +$1.56K ﹤0.01% 948

Other funds holding STRL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CGH
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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

James T. Borello RIA's STRL Position: Q3 2026 in Review

James T. Borello RIA held its Sterling Infrastructure (STRL) position steady in Q3 2026 at 4 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

James T. Borello RIA first reported a position in STRL in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.36K in Q2 2026. 83 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • James T. Borello RIA held 4 shares of Sterling Infrastructure worth $1.97K as of Q3 2026.
  • James T. Borello RIA left its Sterling Infrastructure share count unchanged in Q3 2026.
  • Sterling Infrastructure made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #922 holding.
  • James T. Borello RIA first reported a position in Sterling Infrastructure in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Sterling Infrastructure position peaked at $3.36K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.