Pacific Excel Wealth Advisors, Inc.
Position in FIX — Comfort Systems USA Inc
CIK 2110884
WALNUT CREEK, CA
Position in FIX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$255,671
New position
Shares Held
129
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,093
of 1,341 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $255,671 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
|
129 | $255,671 |
All Filings in FIX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,671 | 129 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||