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Independent Advisor Alliance

Position in FIX — Comfort Systems USA Inc

CIK 1696899 CHARLOTTE, NC

Position in FIX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$10,228,843
+$1,261,272 QoQ
Shares Held
5,161
-20.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#331
of 1,341 holders
Holding Since
Jun 2025
5 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, 2026

Independent Advisor Alliance holds $33,448,248 across 11 Engineering & Construction names. FIX ranks #2 (30.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
5,161 $10,228,843

All Filings in FIX

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,228,843 5,161
2026-03-31 $8,967,571 6,503
2025-12-31 $5,659,470 6,064
2025-09-30 $4,928,799 5,973
2025-06-30 $3,143,799 5,863