EXENCIAL WEALTH ADVISORS, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in FIX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$428,865

+$148,878 QoQ

Shares Held

311

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $2,438,325 across 3 Engineering & Construction names. FIX ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	3,219	$1,767,295
2	FIX	Comfort Systems USA Inc This page	311	$428,865
3	EME	EMCOR Group, Inc.	328	$242,165

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$428,865	311	+3.7%	Shares	Sole	2026-04-28
2025-12-31	$279,987	300	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.