Dakota Wealth Management

Position in FIX — Comfort Systems USA Inc

CIK 1631353 PALM BEACH GARDENS, FL

Position in FIX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,125,747

+$779,356 QoQ

Shares Held

568

-12.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#743

of 1,341 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Dakota Wealth Management holds $29,793,172 across 8 Engineering & Construction names. FIX ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	32,803	$23,619,472
2	STRL	Sterling Infrastructure, Inc.	2,077	$1,743,350
3	EME	EMCOR Group, Inc.	2,065	$1,713,702
4	FIX	Comfort Systems USA Inc This page	568	$1,125,747
5	GVA	Granite Construction Inc	6,440	$1,018,035
6	BLD	QXO Insulation, LLC	829	$293,905
7	TTEK	Tetra Tech Inc	9,656	$278,961
8	IESC	IES Holdings, Inc.	5,000	$0

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,125,747	568	-12.1%	Shares	Sole	2026-08-07
2025-06-30	$346,391	646	+1.9%	Shares	Defined	2025-07-16
2025-03-31	$204,357	634	-19.5%	Shares	Defined	2025-05-02
2024-12-31	$334,159	788	+3.8%	Shares	Defined	2025-01-17
2024-09-30	$296,275	759	+0.3%	Shares	Defined	2024-10-23
2024-06-30	$230,218	757	-31.0%	Shares	Defined	2024-07-22
2024-03-31	$348,527	1,097	-17.2%	Shares	Defined	2024-04-24
2023-12-31	$272,512	1,325	-1.3%	Shares	Defined	2024-01-30
2023-09-30	$228,690	1,342	-9.1%	Shares	Other	2023-10-24
2023-06-30	$242,359	1,476	-3.7%	Shares	Other	2023-07-31
2023-03-31	$223,756	1,533	—	Shares	Other	2023-04-14
No filing history on record for this holder in this stock.