SHELTON CAPITAL MANAGEMENT

Position in FIX — Comfort Systems USA Inc

CIK 1002784 Denver, CO

Position in FIX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$370,624

+$104,479 QoQ

Shares Held

187

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#998

of 1,341 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $16,592,185 across 16 Engineering & Construction names. FIX ranks #10 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FER	Ferrovial N.V.	78,088	$5,357,617
2	PWR	Quanta Services, Inc.	4,789	$3,448,271
3	ACM	Aecom	26,299	$1,835,670
4	STRL	Sterling Infrastructure, Inc.	1,020	$856,147
5	MTZ	Mastec Inc	1,986	$826,295
6	KBR	Kbr, Inc.	19,347	$668,051
7	STN	Stantec Inc	8,638	$595,244
8	APG	APi Group Corp	11,987	$507,649

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,624	187	-3.1%	Shares	Sole	2026-08-14
2026-03-31	$266,145	193	-84.7%	Shares	Sole	2026-05-15
2025-09-30	$1,038,076	1,258	0.0%	Shares	Sole	2025-11-14
2025-06-30	$674,552	1,258	-1.3%	Shares	Sole	2025-08-13
2025-03-31	$410,648	1,274	-5.1%	Shares	Sole	2025-05-15
2024-12-31	$569,088	1,342	-4.3%	Shares	Sole	2025-02-13
2024-09-30	$547,270	1,402	0.0%	Shares	Sole	2024-11-14
2024-06-30	$426,376	1,402	-9.0%	Shares	Sole	2024-08-13
2024-03-31	$489,273	1,540	0.0%	Shares	Sole	2024-05-15
2023-12-31	$316,731	1,540	-11.8%	Shares	Sole	2024-02-14
2023-09-30	$297,706	1,747	-10.3%	Shares	Sole	2023-11-14
2023-06-30	$319,861	1,948	-7.5%	Shares	Sole	2023-08-10
2023-03-31	$307,391	2,106	0.0%	Shares	Sole	2023-05-11
2022-12-31	$242,358	2,106	-6.6%	Shares	Sole	2023-02-13
2022-09-30	$219,479	2,255	0.0%	Shares	Sole	2022-11-14
2022-03-31	$200,717	2,255	-3.6%	Shares	Sole	2022-05-12
2021-12-31	$231,519	2,340	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.