Position in FIX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$82,739
+$33,275 QoQ
Shares Held
60
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SHP Wealth Management holds $139,331 across 14 Engineering & Construction names. FIX ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
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|
60 | $82,739 | |
| 2 | PWR |
Quanta Services, Inc.
|
42 | $23,058 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
28 | $11,403 | |
| 4 | TPC |
Tutor Perini Corp
|
100 | $7,719 | |
| 5 | EME |
EMCOR Group, Inc.
|
10 | $7,383 | |
| 6 | IESC |
IES Holdings, Inc.
|
4 | $1,905 | |
| 7 | EXPO |
Exponent Inc
|
18 | $1,174 | |
| 8 | APG |
APi Group Corp
|
28 | $1,134 |
All Filings in FIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||