Precision Wealth Strategies, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1844197
SAINT LOUIS, MO
Position in FIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,272,411
+$356,762 QoQ
Shares Held
642
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#716
of 1,341 holders
Holding Since
Dec 2024
7 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, 2026Precision Wealth Strategies, LLC holds $4,175,173 across 4 Engineering & Construction names. FIX ranks #1 (30.5% of the industry book) .
All Filings in FIX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,411 | 642 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $915,649 | 664 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,340,204 | 1,436 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,086,762 | 1,317 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $670,262 | 1,250 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $360,042 | 1,117 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $412,186 | 972 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||