Position in FIX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$99,097
+$85,308 QoQ
Shares Held
50
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,193
of 1,341 holders
Holding Since
Mar 2026
2 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, 2026Caldwell Trust Co holds $11,367,610 across 7 Engineering & Construction names. FIX ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
14,272 | $10,276,410 | |
| 2 | J |
Jacobs Solutions Inc.
|
5,156 | $649,656 | |
| 3 | ROAD |
Construction Partners, Inc.
|
1,587 | $188,487 | |
| 4 | FIX |
Comfort Systems USA Inc
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|
50 | $99,097 | |
| 5 | MTZ |
Mastec Inc
|
198 | $82,379 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
75 | $62,952 | |
| 7 | ECG |
Everus Construction Group, Inc.
|
52 | $8,629 |
All Filings in FIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,097 | 50 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,789 | 10 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||