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, 2026Valued 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 |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
27 | $22,406 | |
| 2 | FIX |
Comfort Systems USA Inc
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|
5 | $9,909 | |
| 3 | PWR |
Quanta Services, Inc.
|
12 | $8,640 | |
| 4 | GVA |
Granite Construction Inc
|
48 | $7,587 | |
| 5 | DY |
Dycom Industries Inc
|
11 | $5,561 | |
| 6 | TPC |
Tutor Perini Corp
|
55 | $4,563 | |
| 7 | STRL |
Sterling Infrastructure, Inc.
|
5 | $4,196 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
24 | $3,982 |
All Filings in FIX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,909 | 5 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,515 | 4 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,733 | 4 | Shares | Sole | 2026-01-30 | |
| 2024-09-30 | $1,951 | 5 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,520 | 5 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,588 | 5 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||