Cladis Investment Advisory, LLC ECG — EVERUS CONSTR GROUP

Ownership history in Cladis Investment Advisory, LLC  ·  6 quarters on record

AI Ownership Summary

Cladis Investment Advisory, LLC reported EVERUS CONSTR GROUP (ECG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.87% in 2024 Q4. The latest visible filing shows ECG at 0.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ECG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cladis Investment Advisory, LLC's position in EVERUS CONSTR GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ECG was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ECG stock page Cladis Investment Advisory, LLC fund profile Cladis Investment Advisory, LLC full holdings
How Cladis Investment Advisory, LLC held ECG — position size vs. price
% of Fund (quarterly)    ECG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21.2% +35.6% ❌ 12,543 -3,374 -21.2% 0.81% $1.5M 2026-05-15 $156.72
2025 Q4 REDUCED — — — 15,917 -110 -0.7% 0.75% $1.4M 2026-02-13 $105.16
2025 Q3 REDUCED 15.0% +3.6% ❌ 16,027 -2,825 -15.0% 0.79% $1.4M 2025-11-13 $91.58
2025 Q2 ADDED — — — 18,852 +500 +2.7% 0.75% $1.2M 2025-08-11 $70.88
2025 Q1 REDUCED — — — 18,352 -375 -2.0% 0.49% $681K 2025-05-13 $51.42
2024 Q4 INITIATED — — — 18,727 — — 0.87% $1.2M 2025-02-14 $48.14

🏢 Other funds also holding ECG

As of 2026 Q2 — sorted by position size

Steadtrust LLC 0.83% Cohen Capital Management, Inc. 3Y 7Y 0.15% DMKC Advisory Services, LLC 0.12% Legacy Wealth Asset Management, LLC 3Y 0.06% SeaCrest Wealth Management, LLC 3Y 7Y 0.04% KERR FINANCIAL PLANNING Corp 0.04% ABNER HERRMAN & BROCK LLC 3Y 7Y 0.02% Hilltop National Bank 0.02% Retirement Wealth Solutions LLC 0.02% GAMMA Investing LLC 0.01%

FAQ About Cladis Investment Advisory, LLC and ECG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cladis Investment Advisory, LLC reported owning ECG?

Cladis Investment Advisory, LLC reported ECG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ECG position in Cladis Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for ECG was 0.87% in 2024 Q4.

What is the latest reported ECG position on this page?

The most recent filing on this page is 2026 Q1, when Cladis Investment Advisory, LLC reported 12,543 shares, equal to 0.81% of portfolio, with an estimated market value of $1.5M.

What does the chart on this ECG ownership page compare?

The chart compares Cladis Investment Advisory, LLC's quarterly ECG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cladis Investment Advisory, LLC time their ECG position?

Based on 13F filing dates vs. subsequent ECG price moves, Cladis Investment Advisory, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ECG relative to SPY over the holding period was +2559.3%.

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