SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in FIX — Comfort Systems USA Inc
CIK 1080576
JACKSON, TN
Position in FIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,528,755
+$1,627,361 QoQ
Shares Held
2,285
+8.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#473
of 1,341 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $7,732,603 across 5 Engineering & Construction names. FIX ranks #1 (58.6% of the industry book) .
All Filings in FIX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,528,755 | 2,285 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,901,394 | 2,104 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,137,234 | 2,290 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,859,130 | 2,253 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,144,272 | 2,134 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $711,059 | 2,206 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $854,904 | 2,016 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $872,041 | 2,234 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||