ONE WEALTH CAPITAL MANAGEMENT, LLC
Position in FIX — Comfort Systems USA Inc
CIK 2050308
SCOTTSDALE, AZ
Position in FIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$558,909
+$266,564 QoQ
Shares Held
282
+33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#907
of 1,341 holders
Holding Since
Sep 2025
4 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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $1,107,850 across 2 Engineering & Construction names. FIX ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
282 | $558,909 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
654 | $548,941 |
All Filings in FIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,909 | 282 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $292,345 | 212 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $287,453 | 308 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $241,777 | 293 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||