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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
CCG
Cypress Capital Group
Florida
$207K +$181K 1 0.05% New
2027
SCM
Salem Capital Management
Massachusetts
$207K +$181K 1 0.12% New
2028
SAS
Spectrum Advisory Services
Georgia
$207K +$179K 1 0.08% New
2029
TCM
Telos Capital Management
California
$205K +$184K 1 0.11% New
2030
GS
Girard Securities
California
$203K +$184K 1 0.2% New
2031
AFG
Albion Financial Group
Utah
$202K +$53.8K 1 0.03% Increased
2032
Klingman & Associates
Klingman & Associates
New York
$200K -$181K 2 0.07% Reduced
2033
TTWM
TCV Trust & Wealth Management
Virginia
$200K +$204K 1 0.04% New
2034
RIM
Regent Investment Management
Kentucky
$192K -$193K 1 0.11% Reduced
2035
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$190K +$166K 1 0.17% New
2036
WRM
Westport Resources Management
Connecticut
$186K -$15.7K 3 0.06% Reduced
2037
WA
WealthTrust-Arizona
Arizona
$183K -$1.5K 6 0.12% Reduced
2038
HCP
Holt Capital Partners
Texas
$182K +$166K 3 0.08% New
2039
CA
CapWealth Advisors
Tennessee
$179K -$54.8K 3 0.05% Reduced
2040
DAL
David A. Lorber
$179K -$467K 1 1.08% Reduced
2041
AWM
AllSquare Wealth Management
New York
$162K $0 2 0.16% Maintained
2042
GAM
Gemmer Asset Management
California
$160K -$6.78K 17 0.09% Reduced
2043
NYLT
New York Life Trust
New York
$158K +$21.4K 3 0.68% Increased
2044
MFBTD
MB Financial Bank - Trust Department
Illinois
$157K -$2K 2 0.02% Reduced
2045
Krilogy Financial
Krilogy Financial
Missouri
$155K +$137K 4 0.06% New
2046
JIC
Joel Isaacson & Co
New York
$154K -$11.9K 5 0.03% Reduced
2047
MIC
MU Investments Company
Japan
$153K -$23.7K 1 0.1% Reduced
2048
RFA
Reilly Financial Advisors
California
$152K +$19.7K 8 0.03% Increased
2049
GBT
Grove Bank & Trust
Florida
$144K -$49.9K 2 0.13% Reduced
2050
LJHT
Laurie J. Hall Trustee
$144K $0 1 0.09% Maintained