Position in FIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$206,122
+$105,451 QoQ
Shares Held
104
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,157
of 1,343 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $1,440,990 across 2 Engineering & Construction names. FIX ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
1,715 | $1,234,868 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
104 | $206,122 |
All Filings in FIX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,122 | 104 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $100,671 | 122 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $404,129 | 953 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||