Position in FIX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$132,790
+$50,051 QoQ
Shares Held
67
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,189
of 1,351 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $217,311 across 14 Engineering & Construction names. FIX ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
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|
67 | $132,790 | |
| 2 | PWR |
Quanta Services, Inc.
|
51 | $36,722 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
19 | $15,947 | |
| 4 | EME |
EMCOR Group, Inc.
|
14 | $11,618 | |
| 5 | TPC |
Tutor Perini Corp
|
100 | $8,297 | |
| 6 | IESC |
IES Holdings, Inc.
|
8 | $5,877 | |
| 7 | DY |
Dycom Industries Inc
|
4 | $2,022 | |
| 8 | APG |
APi Group Corp
|
25 | $1,058 |
All Filings in FIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,790 | 67 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $82,739 | 60 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $49,464 | 53 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||