Private Wealth Management Group, LLC
Position in FIX — Comfort Systems USA Inc
CIK 2011342
PRINCETON, NJ
Position in FIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,819
+$4,651 QoQ
Shares Held
10
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,260
of 1,341 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $177,038 across 15 Engineering & Construction names. FIX ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
80 | $66,390 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
10 | $19,819 | |
| 3 | MYRG |
Myr Group Inc.
|
33 | $16,513 | |
| 4 | ACA |
Arcosa, Inc.
|
108 | $15,691 | |
| 5 | MTZ |
Mastec Inc
|
32 | $13,313 | |
| 6 | FLR |
Fluor Corp
|
248 | $12,992 | |
| 7 | PRIM |
Primoris Services Corp
|
82 | $8,127 | |
| 8 | APG |
APi Group Corp
|
150 | $6,352 |
All Filings in FIX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,819 | 10 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,168 | 11 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,132 | 13 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,552 | 14 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,579 | 16 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,157 | 16 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,784 | 16 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,245 | 16 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,865 | 16 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,083 | 16 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,290 | 16 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||