Perigon Wealth Management, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1575239
SAN FRANCISCO, CA
Position in FIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,448,805
+$262,874 QoQ
Shares Held
731
-15.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#680
of 1,341 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $13,634,176 across 13 Engineering & Construction names. FIX ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACM |
Aecom
|
48,622 | $3,393,815 | |
| 2 | PWR |
Quanta Services, Inc.
|
4,607 | $3,317,224 | |
| 3 | FIX |
Comfort Systems USA Inc
This page
|
731 | $1,448,805 | |
| 4 | AGX |
Argan Inc
|
1,092 | $872,016 | |
| 5 | J |
Jacobs Solutions Inc.
|
6,714 | $845,964 | |
| 6 | MTZ |
Mastec Inc
|
2,007 | $835,032 | |
| 7 | TTEK |
Tetra Tech Inc
|
23,868 | $689,546 | |
| 8 | EME |
EMCOR Group, Inc.
|
818 | $678,841 |
All Filings in FIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,448,805 | 731 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,185,931 | 860 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,099,415 | 1,178 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $512,436 | 621 | Shares | Sole | 2025-10-17 | |
| 2024-03-31 | $207,146 | 652 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||