Position in FIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$661,968
+$182,084 QoQ
Shares Held
334
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#859
of 1,341 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $4,026,731 across 7 Engineering & Construction names. FIX ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,349 | $1,691,372 | |
| 2 | FIX |
Comfort Systems USA Inc
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|
334 | $661,968 | |
| 3 | EME |
EMCOR Group, Inc.
|
587 | $487,139 | |
| 4 | AGX |
Argan Inc
|
468 | $373,720 | |
| 5 | MTZ |
Mastec Inc
|
741 | $308,299 | |
| 6 | TTEK |
Tetra Tech Inc
|
9,529 | $275,291 | |
| 7 | J |
Jacobs Solutions Inc.
|
1,817 | $228,942 |
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,968 | 334 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $479,884 | 348 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $412,512 | 442 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $358,126 | 434 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||