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RiskModels / Stocks / STRL

Sterling Infrastructure, Inc. (STRL)

Daily ERM3 factor decomposition: how much of STRL's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$484.86
Market cap
$14.9B
23-day vol
56.8%
Sector proxy
XLI
Subsector proxy
IYJ

Risk DNA

31% of STRL's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 20.5%Sector 5.4%Subsector 5.2%Stock-specific 68.8%
IYJ subsector peers · average of 254 names

STRL carries 69% stock-specific risk against a peer average of 77% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of STRL held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLI)Subsector (IYJ)Explained risk
L1$-3.34——20.5%
L2$-1.83$-1.58—25.9%
L3$-2.46$-5.10$4.2031.2%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding STRL

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Lone Pine Capital4.2%

Browse every tracked 13F filer.

Go deeper on STRL

Ask the AI risk analyst for STRL's full history, peer comparison, or how it changes your portfolio's risk.

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Manager SkillAllocatorsExamplesEvidenceAccessAnalyst
Checking session...
RiskModels / Stocks / STRL

Sterling Infrastructure, Inc. (STRL)

Daily ERM3 factor decomposition: how much of STRL's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$484.86
Market cap
$14.9B
23-day vol
56.8%
Sector proxy
XLI
Subsector proxy
IYJ

Risk DNA

31% of STRL's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 20.5%Sector 5.4%Subsector 5.2%Stock-specific 68.8%
IYJ subsector peers · average of 254 names

STRL carries 69% stock-specific risk against a peer average of 77% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of STRL held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLI)Subsector (IYJ)Explained risk
L1$-3.34——20.5%
L2$-1.83$-1.58—25.9%
L3$-2.46$-5.10$4.2031.2%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding STRL

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Lone Pine Capital4.2%

Browse every tracked 13F filer.

Go deeper on STRL

Ask the AI risk analyst for STRL's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about STRLAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
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Informational use only — not investment advice. Blue Water Macro Corp.

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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.