Richard C. Young & CO., LTD. STRL β€” Sterling Infrastructure Inc

Ownership history in Richard C. Young & CO., LTD.  Β·  3 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported Sterling Infrastructure Inc (STRL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.72% in 2026 Q1. The latest visible filing shows STRL at 1.72% 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 Richard C. Young & CO., LTD.'s position in Sterling Infrastructure Inc, 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 1.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% 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
2025 Q3 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.

How Richard C. Young & CO., LTD. held STRL β€” position size vs. price
% of Fund (quarterly)    STRL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 51,125 +1,448 +2.9% 1.72% $20.8M 2026-05-07 $811.41
2025 Q4 ADDED β€” β€” β€” 49,677 +18,371 +58.7% 1.36% $15.2M 2026-01-29 $379.23
2025 Q3 INITIATED β€” β€” β€” 31,306 β€” β€” 0.99% $10.6M 2025-11-12 $380.70

FAQ About Richard C. Young & CO., LTD. and STRL

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

How long has Richard C. Young & CO., LTD. reported owning STRL?

Richard C. Young & CO., LTD. reported STRL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported STRL position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for STRL was 1.72% in 2026 Q1.

What is the latest reported STRL position on this page?

The most recent filing on this page is 2026 Q1, when Richard C. Young & CO., LTD. reported 51,125 shares, equal to 1.72% of portfolio, with an estimated market value of $20.8M.

What does the chart on this STRL ownership page compare?

The chart compares Richard C. Young & CO., LTD.'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.

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