Peterson Wealth Services STRL — STERLING INFRASTRUCTURE INCORPORATED

Ownership history in Peterson Wealth Services  ·  6 quarters on record

AI Ownership Summary

Peterson Wealth Services reported STERLING INFRASTRUCTURE INCORPORATED (STRL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2026 Q1. The latest visible filing shows STRL at 0.49% 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 STRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peterson Wealth Services's position in STERLING INFRASTRUCTURE INCORPORATED, 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

STRL was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q1

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.

STRL stock page Peterson Wealth Services fund profile Peterson Wealth Services full holdings
How Peterson Wealth Services held STRL — position size vs. price
% of Fund (quarterly)    STRL 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 — — — 4,855 -54 -1.1% 0.49% $2.0M 2026-04-30 $515.62
2025 Q4 ADDED — — — 4,909 +4,872 +13167.6% 0.38% $1.5M 2026-02-12 $431.43
2025 Q3 REDUCED 99.3% -8.5% ✅ 37 -5,014 -99.3% 0.42% $1.7M 2025-11-04 $382.57
2025 Q2 REDUCED — — — 5,051 -3 -0.1% 0.32% $1.2M 2025-07-31 $267.59
2025 Q1 ADDED — — — 5,054 +103 +2.1% 0.18% $572K 2025-05-05 $166.66
2024 Q4 INITIATED — — — 4,951 — — 0.25% $834K 2025-01-29 $141.11

🏢 Other funds also holding STRL

As of 2026 Q1 — sorted by position size

Geneva Partners, LLC 3Y 7Y 3.53% Baker Ellis Asset Management LLC 3Y 7Y 2.49% Dedeker Financial LLC 2.37% Munro Partners 2.28% Value Investment Professionals, LLC 2.02% 1492 Capital Management LLC 3Y 7Y 1.82% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 1.45% COOKSON PEIRCE & CO INC 3Y 7Y 1.43% Palisades Investment Partners, LLC 3Y 7Y 1.39% Abacus FCF Advisors LLC 3Y 7Y 1.22%

FAQ About Peterson Wealth Services and STRL

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

How long has Peterson Wealth Services reported owning STRL?

Peterson Wealth Services reported STRL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported STRL position in Peterson Wealth Services's portfolio?

The largest reported portfolio weight for STRL was 0.49% in 2026 Q1.

What is the latest reported STRL position on this page?

The most recent filing on this page is 2026 Q1, when Peterson Wealth Services reported 4,855 shares, equal to 0.49% of portfolio, with an estimated market value of $2.0M.

What does the chart on this STRL ownership page compare?

The chart compares Peterson Wealth Services's quarterly STRL 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 Peterson Wealth Services time their STRL position?

Based on 13F filing dates vs. subsequent STRL price moves, Peterson Wealth Services correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on STRL relative to SPY over the holding period was +142.1%.

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