Sound View Wealth Advisors Group, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1784777
SAVANNAH, GA
Position in FIX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,526,101
+$411,878 QoQ
Shares Held
770
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#658
of 1,341 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $1,768,034 across 2 Engineering & Construction names. FIX ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
770 | $1,526,101 | |
| 2 | PWR |
Quanta Services, Inc.
|
336 | $241,933 |
All Filings in FIX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,101 | 770 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,114,223 | 808 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $749,431 | 803 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $774,018 | 938 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $502,428 | 937 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $302,023 | 937 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $421,515 | 994 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $364,586 | 934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $238,430 | 784 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $457,820 | 1,441 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $294,930 | 1,434 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $244,367 | 1,434 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $223,147 | 1,359 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $165,024 | 1,434 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||