Pinnacle Wealth Planning Services, Inc.
Position in FIX — Comfort Systems USA Inc
CIK 1726752
MANSFIELD, OH
Position in FIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$223,960
+$52,966 QoQ
Shares Held
113
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,131
of 1,341 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,536,045 across 22 Engineering & Construction names. FIX ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
1,061 | $763,962 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
557 | $467,523 | |
| 3 | GVA |
Granite Construction Inc
|
2,739 | $432,981 | |
| 4 | MYRG |
Myr Group Inc.
|
472 | $236,188 | |
| 5 | MTZ |
Mastec Inc
|
567 | $235,906 | |
| 6 | EME |
EMCOR Group, Inc.
|
277 | $229,876 | |
| 7 | FIX |
Comfort Systems USA Inc
This page
|
113 | $223,960 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
1,158 | $192,170 |
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,960 | 113 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $170,994 | 124 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $113,861 | 122 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $2,685 | 51 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||