ELEVATION POINT WEALTH PARTNERS, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1744349 DENVER, CO

Position in FIX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,054,397

+$621,395 QoQ

Shares Held

532

+69.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#757

of 1,341 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,291,424 across 12 Engineering & Construction names. FIX ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	3,125	$2,250,125
2	STRL	Sterling Infrastructure, Inc.	1,409	$1,182,658
3	EME	EMCOR Group, Inc.	1,366	$1,133,616
4	FIX	Comfort Systems USA Inc This page	532	$1,054,397
5	APG	APi Group Corp	23,520	$996,072
6	ACM	Aecom	14,236	$993,672
7	BLD	QXO Insulation, LLC	1,633	$578,947
8	WLDN	Willdan Group, Inc.	6,948	$549,586

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,054,397	532	+69.4%	Shares	Sole	2026-08-12
2026-03-31	$433,002	314	+20.8%	Shares	Sole	2026-04-27
2025-12-31	$242,655	260	-29.2%	Shares	Sole	2026-02-12
2025-09-30	$302,841	367	+186.7%	Shares	Sole	2025-11-14
2025-06-30	$68,634	128	-85.7%	Shares	Sole	2026-02-03
2024-06-30	$272,491	896	-0.9%	Shares	Sole	2026-02-03
2024-03-31	$287,209	904	-33.1%	Shares	Sole	2026-02-03
2023-12-31	$277,860	1,351	-0.9%	Shares	Sole	2024-02-13
2023-09-30	$232,268	1,363	-19.9%	Shares	Sole	2023-10-11
2023-06-30	$279,468	1,702	-18.4%	Shares	Sole	2023-08-14
2023-03-31	$304,472	2,086	-21.1%	Shares	Sole	2023-05-11
2022-12-31	$304,386	2,645	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$253,641	2,606	-14.7%	Shares	Sole	2022-11-07
2022-06-30	$254,106	3,056	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.