Connecticut Wealth Management, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1689829
FARMINGTON, CT
Position in FIX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$529,180
-$143,767 QoQ
Shares Held
267
-45.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#917
of 1,341 holders
Holding Since
Sep 2024
7 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, 2026Connecticut Wealth Management, LLC holds $1,389,627 across 2 Engineering & Construction names. FIX ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
1,195 | $860,447 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
267 | $529,180 |
All Filings in FIX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,180 | 267 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $672,947 | 488 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $455,445 | 488 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $486,856 | 590 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $316,363 | 590 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $250,195 | 590 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $230,306 | 590 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||