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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2026
WRM
Weybosset Research & Management
Rhode Island
$245K $0 1 0.16% Maintained
2027
CS
Comerica Securities
Michigan
$244K +$226K 1 0.25% New
2028
BSB
Bangor Savings Bank
Maine
$243K -$970K 1 0.07% Reduced
2029
WIC
Wilkins Investment Counsel
Massachusetts
$242K +$4.23K 1 0.1% Increased
2030
WKA
Wilson Kemp & Associates
Michigan
$241K +$226K 1 0.46% New
2031
BT
Brandywine Trust
Delaware
$240K $0 1 0.3% Maintained
2032
BOS
Bank of Stockton
California
$239K -$46.8K 1 0.15% Reduced
2033
IF
IRON Financial
Illinois
$239K +$225K 1 0.24% New
2034
Plancorp LLC
Plancorp LLC
Missouri
$239K +$225K 1 0.21% New
2035
TYCC
Texas Yale Capital Corp
Florida
$239K $0 1 0.04% Maintained
2036
PL
Parkwood LLC
Ohio
$234K +$218K 2 0.06% New
2037
SIM
Strategic Investment Management
Virginia
$234K +$142K 1 0.06% Increased
2038
NPIT
National Penn Investors Trust
Pennsylvania
$232K -$954K 1 0.03% Reduced
2039
FSA
Financial Sense Advisors
California
$231K +$220K 1 0.1% New
2040
Colony Group
Colony Group
Massachusetts
$230K +$216K 4 0.03% New
2041
VIA
Vantage Investment Advisors
Pennsylvania
$230K +$216K 3 0.16% New
2042
BT
Beacon Trust
New Jersey
$228K -$388K 1 0.04% Reduced
2043
HS
Huntington Steele
Pennsylvania
$227K $0 1 0.1% Maintained
2044
TC
Telemus Capital
Michigan
$227K -$120K 1 0.07% Reduced
2045
JIC
Joel Isaacson & Co
New York
$226K +$25.4K 5 0.08% Increased
2046
FBFS
First Business Financial Services
Wisconsin
$222K +$209K 1 0.09% New
2047
LCM
LVM Capital Management
Michigan
$222K $0 1 0.08% Maintained
2048
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$219K -$6.83M 1 0.01% Reduced
2049
AWA
ARS Wealth Advisors
Florida
$218K +$205K 1 0.13% New
2050
PI
Pettee Investors
Connecticut
$218K +$205K 1 0.2% New