Segment Wealth Management, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1575581 HOUSTON, TX

Position in FIX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,242,470

+$986,443 QoQ

Shares Held

1,636

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#527

of 1,341 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Segment Wealth Management, LLC holds $19,718,529 across 4 Engineering & Construction names. FIX ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	12,216	$8,796,008
2	EME	EMCOR Group, Inc.	5,145	$4,269,732
3	STRL	Sterling Infrastructure, Inc.	4,063	$3,410,319
4	FIX	Comfort Systems USA Inc This page	1,636	$3,242,470

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,242,470	1,636	0.0%	Shares	Sole	2026-07-16
2026-03-31	$2,256,027	1,636	+5.8%	Shares	Sole	2026-04-20
2025-12-31	$1,442,866	1,546	0.0%	Shares	Sole	2026-01-29
2025-09-30	$1,275,728	1,546	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.