Valeo Financial Advisors, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1722641 CARMEL, IN

Position in FIX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$503,415

+$226,239 QoQ

Shares Held

254

+26.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#931

of 1,341 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $5,605,807 across 5 Engineering & Construction names. FIX ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	2,651	$1,908,826
2	STRL	Sterling Infrastructure, Inc.	2,250	$1,888,560
3	AGX	Argan Inc	1,337	$1,067,661
4	FIX	Comfort Systems USA Inc This page	254	$503,415
5	EME	EMCOR Group, Inc.	286	$237,345

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,415	254	+26.4%	Shares	Sole	2026-07-08
2026-03-31	$277,176	201	+337.0%	Shares	Sole	2026-05-08
2021-03-31	$3,439	46	0.0%	Shares	Sole	2021-04-12
2020-03-31	$1,681	46	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.