PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1350660
FORT WAYNE, IN
Position in FIX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$212,068
New position
Shares Held
107
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,145
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, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $212,068 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
|
107 | $212,068 |
All Filings in FIX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,068 | 107 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||