Transamerica Financial Advisors, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in FIX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$10,647,035
-$1,471,529 QoQ
Shares Held
5,372
-38.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#323
of 1,341 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $23,185,502 across 19 Engineering & Construction names. FIX ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
14,331 | $11,893,010 | |
| 2 | FIX |
Comfort Systems USA Inc
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|
5,372 | $10,647,035 | |
| 3 | PWR |
Quanta Services, Inc.
|
639 | $460,105 | |
| 4 | WLDN |
Willdan Group, Inc.
|
1,233 | $97,530 | |
| 5 | MTZ |
Mastec Inc
|
76 | $31,620 | |
| 6 | ACA |
Arcosa, Inc.
|
105 | $15,255 | |
| 7 | J |
Jacobs Solutions Inc.
|
91 | $11,466 | |
| 8 | EXPO |
Exponent Inc
|
144 | $8,461 |
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,647,035 | 5,372 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $12,118,564 | 8,788 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,666,530 | 9,286 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $549,569 | 666 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||