Position in FIX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,188,320
+$1,690,752 QoQ
Shares Held
4,636
-14.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#349
of 1,341 holders
Holding Since
Mar 2025
6 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, 2026Insight Wealth Strategies, LLC holds $9,731,233 across 2 Engineering & Construction names. FIX ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
4,636 | $9,188,320 | |
| 2 | IESC |
IES Holdings, Inc.
|
739 | $542,913 |
All Filings in FIX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,188,320 | 4,636 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,497,568 | 5,437 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,246,956 | 5,622 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $6,426,501 | 7,788 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $4,245,710 | 7,918 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,524,488 | 7,832 | Shares | Sole | 2025-04-03 | |
| No filing history on record for this holder in this stock. | ||||||