ELEVATION WEALTH PARTNERS, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1976256
WALNUT CREEK, CA
Position in FIX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,891
+$6,376 QoQ
Shares Held
6
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,281
of 1,341 holders
Holding Since
Mar 2026
2 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $2,370,749 across 11 Engineering & Construction names. FIX ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRL |
Sterling Infrastructure, Inc.
|
1,928 | $1,618,286 | |
| 2 | PWR |
Quanta Services, Inc.
|
911 | $655,956 | |
| 3 | FER |
Ferrovial N.V.
|
253 | $17,358 | |
| 4 | MTZ |
Mastec Inc
|
34 | $14,146 | |
| 5 | FLR |
Fluor Corp
|
261 | $13,673 | |
| 6 | ACM |
Aecom
|
189 | $13,192 | |
| 7 | FIX |
Comfort Systems USA Inc
This page
|
6 | $11,891 | |
| 8 | BLD |
QXO Insulation, LLC
|
30 | $10,635 |
All Filings in FIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,891 | 6 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,515 | 4 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||