ACTION POINT FINANCIAL PLANNING, LLC
Position in FIX — Comfort Systems USA Inc
CIK 2116119
GRAND RAPIDS, MI
Position in FIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,362
New position
Shares Held
35
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,210
of 1,341 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,244,882 across 27 Engineering & Construction names. FIX ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRL |
Sterling Infrastructure, Inc.
|
683 | $573,280 | |
| 2 | MTZ |
Mastec Inc
|
392 | $163,092 | |
| 3 | BWMN |
Bowman Consulting Group Ltd.
|
5,250 | $153,300 | |
| 4 | EME |
EMCOR Group, Inc.
|
101 | $83,810 | |
| 5 | FIX |
Comfort Systems USA Inc
This page
|
35 | $69,362 | |
| 6 | PWR |
Quanta Services, Inc.
|
79 | $56,880 | |
| 7 | MYRG |
Myr Group Inc.
|
102 | $51,038 | |
| 8 | APG |
APi Group Corp
|
300 | $12,700 |
All Filings in FIX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,362 | 35 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||