Position in FIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$267,563
New position
Shares Held
135
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,081
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, 2026TRB Wealth Management, LLC holds $727,668 across 2 Engineering & Construction names. FIX ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
639 | $460,105 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
135 | $267,563 |
All Filings in FIX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,563 | 135 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||