MORRIS FINANCIAL CONCEPTS, INC.
Position in FIX — Comfort Systems USA Inc
CIK 1387386
MOUNT PLEASANT, SC
Position in FIX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$523,234
+$159,181 QoQ
Shares Held
264
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#922
of 1,341 holders
Holding Since
Jun 2025
5 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, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $523,234 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
|
264 | $523,234 |
All Filings in FIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,234 | 264 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $364,053 | 264 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $246,388 | 264 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $216,197 | 262 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $230,570 | 430 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||