Position in FIX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,375,535
+$1,995,646 QoQ
Shares Held
3,173
+24.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026HB Wealth Management, LLC holds $24,749,977 across 12 Engineering & Construction names. FIX ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
22,395 | $12,295,302 | |
| 2 | FIX |
Comfort Systems USA Inc
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|
3,173 | $4,375,535 | |
| 3 | EME |
EMCOR Group, Inc.
|
3,813 | $2,815,176 | |
| 4 | GLDD |
Great Lakes Dredge & Dock CORP
|
87,752 | $1,491,784 | |
| 5 | MTZ |
Mastec Inc
|
3,009 | $968,115 | |
| 6 | J |
Jacobs Solutions Inc.
|
5,554 | $706,913 | |
| 7 | ACM |
Aecom
|
6,364 | $539,794 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
1,166 | $474,876 |
All Filings in FIX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,375,535 | 3,173 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,379,889 | 2,550 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,864,906 | 2,260 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $475,082 | 886 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $479,949 | 1,489 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $291,753 | 688 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||