EverSource Wealth Advisors, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1710537
BIRMINGHAM, AL
Position in FIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,978,865
+$591,845 QoQ
Shares Held
1,503
-13.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#538
of 1,341 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,463,408 across 35 Engineering & Construction names. FIX ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
1,503 | $2,978,865 | |
| 2 | EME |
EMCOR Group, Inc.
|
1,545 | $1,282,158 | |
| 3 | PWR |
Quanta Services, Inc.
|
1,133 | $815,800 | |
| 4 | MTZ |
Mastec Inc
|
1,180 | $490,948 | |
| 5 | GVA |
Granite Construction Inc
|
1,801 | $284,699 | |
| 6 | AGX |
Argan Inc
|
245 | $195,641 | |
| 7 | MYRG |
Myr Group Inc.
|
361 | $180,643 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
899 | $149,184 |
All Filings in FIX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,978,865 | 1,503 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,387,020 | 1,731 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,440,995 | 1,544 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $940,702 | 1,140 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $493,847 | 921 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,554 | 101 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $34,348 | 81 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,560 | 4 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,216 | 4 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $317 | 1 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $7,198 | 35 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||