Position in FIX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$596,566
+$135,984 QoQ
Shares Held
301
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#886
of 1,341 holders
Holding Since
Dec 2025
3 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, 2026FAMILY WEALTH PARTNERS, LLC holds $824,783 across 2 Engineering & Construction names. FIX ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
301 | $596,566 | |
| 2 | EME |
EMCOR Group, Inc.
|
275 | $228,217 |
All Filings in FIX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,566 | 301 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $460,582 | 334 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $224,922 | 241 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||