PERSONAL CFO SOLUTIONS, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1677501 CHESTER, NJ

Position in FIX

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

Position Value

$1,012,776

+$112,296 QoQ

Shares Held

511

-21.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#764

of 1,341 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Industrials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,718,120 across 5 Engineering & Construction names. FIX ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc This page	511	$1,012,776
2	EME	EMCOR Group, Inc.	930	$771,788
3	APG	APi Group Corp	8,923	$377,889
4	PWR	Quanta Services, Inc.	436	$313,937
5	MTZ	Mastec Inc	581	$241,730

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,012,776	511	-21.7%	Shares	Sole	2026-08-07
2026-03-31	$900,480	653	+59.3%	Shares	Sole	2026-04-30
2025-12-31	$382,648	410	-28.4%	Shares	Defined	2026-01-22
2025-09-30	$472,828	573	+13.7%	Shares	Defined	2025-11-10
2025-06-30	$270,249	504	+1.0%	Shares	Defined	2025-08-12
2024-12-31	$211,605	499	-50.6%	Shares	Defined	2025-02-07
2024-03-31	$320,887	1,010	+0.1%	Shares	Defined	2024-05-13
2023-12-31	$207,521	1,009	—	Shares	Defined	2024-02-13
No filing history on record for this holder in this stock.