Position in FIX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,347,726
-$279,482 QoQ
Shares Held
680
-42.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#700
of 1,341 holders
Holding Since
Mar 2025
6 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, 2026Sierra Legacy Group holds $1,347,726 across 1 Engineering & Construction name. FIX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
680 | $1,347,726 |
All Filings in FIX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,347,726 | 680 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,627,208 | 1,180 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,432,600 | 1,535 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,266,651 | 1,535 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,201,110 | 2,240 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $338,446 | 1,050 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||