PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in FIX — Comfort Systems USA Inc

CIK 2145782 WALTHAM, MA

Position in FIX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$120,898

+$42,296 QoQ

Shares Held

+7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,186

of 1,341 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $701,634 across 4 Engineering & Construction names. FIX ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRIM	Primoris Services Corp	2,857	$283,185
2	FLR	Fluor Corp	4,275	$223,967
3	FIX	Comfort Systems USA Inc This page	61	$120,898
4	J	Jacobs Solutions Inc.	584	$73,584

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,898	61	+7.0%	Shares	Sole	2026-08-07
2026-03-31	$78,602	57	+26.7%	Shares	Sole	2026-08-07
2025-12-31	$41,998	45	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.