Position in FIX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$590,621
-$155,412 QoQ
Shares Held
298
-44.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#892
of 1,341 holders
Holding Since
Dec 2024
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, 2026Keebeck Wealth Management holds $3,415,196 across 7 Engineering & Construction names. FIX ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRL |
Sterling Infrastructure, Inc.
|
1,387 | $1,164,192 | |
| 2 | CDNL |
Cardinal Infrastructure Group Inc.
|
6,724 | $633,400 | |
| 3 | FIX |
Comfort Systems USA Inc
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|
298 | $590,621 | |
| 4 | DY |
Dycom Industries Inc
|
1,080 | $546,037 | |
| 5 | J |
Jacobs Solutions Inc.
|
2,098 | $264,348 | |
| 6 | EME |
EMCOR Group, Inc.
|
261 | $216,598 | |
| 7 | IESC |
IES Holdings, Inc.
|
971 | $0 |
All Filings in FIX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,621 | 298 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $746,033 | 541 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $515,176 | 552 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $489,331 | 593 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $621,467 | 1,159 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $256,132 | 604 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||