Beacon Harbor Wealth Advisors, Inc.
Position in FIX — Comfort Systems USA Inc
CIK 1784093
VIRGINIA BEACH, VA
Position in FIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,760,219
-$125,992 QoQ
Shares Held
4,420
-31.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#360
of 1,341 holders
Holding Since
Jun 2024
9 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, 2026Beacon Harbor Wealth Advisors, Inc. holds $17,171,214 across 2 Engineering & Construction names. FIX ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
4,420 | $8,760,219 | |
| 2 | DY |
Dycom Industries Inc
|
16,636 | $8,410,995 |
All Filings in FIX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,760,219 | 4,420 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,886,211 | 6,444 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,228,777 | 6,674 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,049,630 | 9,755 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,050,656 | 15,014 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,470,262 | 16,971 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,343,871 | 17,318 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,722,607 | 17,222 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,242,724 | 17,239 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||