Position in FIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,301,043
+$1,059,952 QoQ
Shares Held
1,161
+29.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#579
of 1,341 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $19,114,392 across 12 Engineering & Construction names. FIX ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGX |
Argan Inc
|
10,173 | $8,123,649 | |
| 2 | EME |
EMCOR Group, Inc.
|
3,715 | $3,083,004 | |
| 3 | FIX |
Comfort Systems USA Inc
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|
1,161 | $2,301,043 | |
| 4 | PWR |
Quanta Services, Inc.
|
2,610 | $1,879,304 | |
| 5 | EXPO |
Exponent Inc
|
21,889 | $1,286,197 | |
| 6 | DY |
Dycom Industries Inc
|
953 | $481,827 | |
| 7 | J |
Jacobs Solutions Inc.
|
3,401 | $428,526 | |
| 8 | TTEK |
Tetra Tech Inc
|
12,381 | $357,687 |
All Filings in FIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301,043 | 1,161 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,241,091 | 900 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $370,516 | 397 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $188,141 | 228 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $356,210 | 840 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||