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Valued Wealth Advisors LLC

Position in FIX — Comfort Systems USA Inc

CIK 2007175 HOLLADAY, UT

Position in FIX

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$9,909
+$4,394 QoQ
Shares Held
5
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,289
of 1,341 holders
Holding Since
Mar 2024
6 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, 2026

Valued Wealth Advisors LLC holds $74,603 across 12 Engineering & Construction names. FIX ranks #2 (13.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
5 $9,909

All Filings in FIX

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,909 5
2026-03-31 $5,515 4
2025-12-31 $3,733 4
2024-09-30 $1,951 5
2024-06-30 $1,520 5
2024-03-31 $1,588 5