Position in FIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,021,588
+$670,179 QoQ
Shares Held
1,020
+4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#613
of 1,341 holders
Holding Since
Jun 2025
5 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, 2026Compound Planning, Inc. holds $7,269,992 across 10 Engineering & Construction names. FIX ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
1,020 | $2,021,588 | |
| 2 | PWR |
Quanta Services, Inc.
|
2,615 | $1,882,904 | |
| 3 | GVA |
Granite Construction Inc
|
5,035 | $795,932 | |
| 4 | EME |
EMCOR Group, Inc.
|
651 | $540,251 | |
| 5 | FER |
Ferrovial N.V.
|
7,793 | $534,677 | |
| 6 | MTZ |
Mastec Inc
|
1,166 | $485,125 | |
| 7 | STRL |
Sterling Infrastructure, Inc.
|
337 | $282,863 | |
| 8 | BLD |
QXO Insulation, LLC
|
703 | $249,233 |
All Filings in FIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,021,588 | 1,020 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,351,409 | 980 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $778,363 | 834 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $598,255 | 725 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $369,984 | 690 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||