AXXCESS WEALTH MANAGEMENT, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1911056 CARLSBAD, CA

Position in FIX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$733,321

-$77,525 QoQ

Shares Held

370

-37.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#835

of 1,341 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $9,495,369 across 5 Engineering & Construction names. FIX ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DY	Dycom Industries Inc	7,032	$3,555,308
2	PWR	Quanta Services, Inc.	3,970	$2,858,558
3	EME	EMCOR Group, Inc.	2,112	$1,752,706
4	FIX	Comfort Systems USA Inc This page	370	$733,321
5	MYRG	Myr Group Inc.	1,190	$595,476

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$733,321	370	-37.1%	Shares	Sole	2026-07-28
2026-03-31	$810,846	588	+8.1%	Shares	Sole	2026-04-29
2025-12-31	$507,709	544	+3.4%	Shares	Sole	2026-02-19
2025-09-30	$434,044	526	-82.5%	Shares	Sole	2025-11-07
2025-03-31	$967,956	3,003	+19.7%	Shares	Sole	2025-04-30
2024-12-31	$1,063,542	2,508	+13.0%	Shares	Sole	2025-02-10
2024-09-30	$866,577	2,220	+14.8%	Shares	Sole	2024-11-04
2024-06-30	$587,863	1,933	+197.4%	Shares	Sole	2024-08-09
2024-03-31	$206,511	650	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.