Position in FIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,884,409
+$2,181,821 QoQ
Shares Held
2,969
+10.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#425
of 1,341 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $61,573,672 across 8 Engineering & Construction names. FIX ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
62,953 | $45,328,678 | |
| 2 | ACM |
Aecom
|
95,345 | $6,655,081 | |
| 3 | FIX |
Comfort Systems USA Inc
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|
2,969 | $5,884,409 | |
| 4 | EME |
EMCOR Group, Inc.
|
1,499 | $1,243,990 | |
| 5 | MTZ |
Mastec Inc
|
2,311 | $961,514 | |
| 6 | J |
Jacobs Solutions Inc.
|
5,309 | $668,934 | |
| 7 | ACA |
Arcosa, Inc.
|
3,207 | $465,945 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
435 | $365,121 |
All Filings in FIX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,884,409 | 2,969 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,702,588 | 2,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,295,893 | 2,460 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,623,129 | 1,967 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $979,655 | 1,827 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $501,867 | 1,557 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $634,817 | 1,497 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||