BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in FIX — Comfort Systems USA Inc
CIK 2010186
CINCINNATI, OH
Position in FIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$410,263
+$404,716 QoQ
Shares Held
207
+263.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#973
of 1,341 holders
Holding Since
Sep 2021
4 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,095,576 across 12 Engineering & Construction names. FIX ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
207 | $410,263 | |
| 2 | PWR |
Quanta Services, Inc.
|
523 | $376,580 | |
| 3 | EME |
EMCOR Group, Inc.
|
383 | $317,844 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
316 | $265,237 | |
| 5 | IESC |
IES Holdings, Inc.
|
361 | $265,212 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
1,376 | $228,347 | |
| 7 | DY |
Dycom Industries Inc
|
361 | $182,517 | |
| 8 | J |
Jacobs Solutions Inc.
|
326 | $41,076 |
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,263 | 207 | Shares | Sole | 2026-07-24 | |
| 2022-09-30 | $5,547 | 57 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,739 | 57 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $713 | 10 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||