Heritage Wealth Advisors

Position in FIX — Comfort Systems USA Inc

CIK 1591122 RICHMOND, VA

Position in FIX

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

Position Value

$11,891

-$7,414 QoQ

Shares Held

-57.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,286

of 1,341 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Advisors holds $2,128,369 across 5 Engineering & Construction names. FIX ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	J	Jacobs Solutions Inc.	16,092	$2,027,592
2	STN	Stantec Inc	1,115	$76,834
3	FIX	Comfort Systems USA Inc This page	6	$11,891
4	DY	Dycom Industries Inc	17	$8,595
5	FLR	Fluor Corp	66	$3,457

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,891	6	-57.1%	Shares	Sole	2026-08-14
2026-03-31	$19,305	14	0.0%	Shares	Sole	2026-05-14
2025-12-31	$13,066	14	+16.7%	Shares	Sole	2026-02-13
2025-09-30	$9,902	12	0.0%	Shares	Sole	2025-11-13
2025-06-30	$6,434	12	0.0%	Shares	Sole	2025-08-11
2025-03-31	$3,867	12	0.0%	Shares	Sole	2025-05-08
2024-12-31	$5,088	12	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.