Position in FIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,865,014
+$566,006 QoQ
Shares Held
941
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#623
of 1,341 holders
Holding Since
Mar 2024
9 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $16,054,710 across 8 Engineering & Construction names. FIX ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTZ |
Mastec Inc
|
25,308 | $10,529,646 | |
| 2 | FIX |
Comfort Systems USA Inc
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|
941 | $1,865,014 | |
| 3 | PWR |
Quanta Services, Inc.
|
1,885 | $1,357,275 | |
| 4 | DY |
Dycom Industries Inc
|
1,519 | $767,991 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
648 | $543,905 | |
| 6 | BLD |
QXO Insulation, LLC
|
1,119 | $396,719 | |
| 7 | EME |
EMCOR Group, Inc.
|
460 | $381,744 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
1,280 | $212,416 |
All Filings in FIX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,865,014 | 941 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,299,008 | 942 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $889,425 | 953 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $795,473 | 964 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $380,709 | 710 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $257,219 | 798 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $359,602 | 848 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $1,169,949 | 3,847 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $897,848 | 2,826 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||