Strategic Wealth Partners, Ltd.
Position in FIX — Comfort Systems USA Inc
CIK 1720777
INDEPENDENCE, OH
Position in FIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,576,535
+$776,954 QoQ
Shares Held
1,300
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#560
of 1,341 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $7,592,758 across 15 Engineering & Construction names. FIX ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
6,128 | $4,412,405 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
1,300 | $2,576,535 | |
| 3 | BLD |
QXO Insulation, LLC
|
749 | $265,542 | |
| 4 | J |
Jacobs Solutions Inc.
|
1,503 | $189,378 | |
| 5 | DY |
Dycom Industries Inc
|
75 | $37,919 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
34 | $28,538 | |
| 7 | EME |
EMCOR Group, Inc.
|
31 | $25,726 | |
| 8 | MTZ |
Mastec Inc
|
51 | $21,219 |
All Filings in FIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,576,535 | 1,300 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,799,581 | 1,305 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,169,899 | 2,325 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $1,915,242 | 2,321 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,244,543 | 2,321 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||