Skip to main content

Quaker Wealth Management, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1733472 MOORESTOWN, NJ

Position in FIX

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,963
+$1,206 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,322
of 1,341 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Derivatives in FIX

reported options exposure · as of Mar 31, 2025
CallValue
$0
CallShares
0
PutValue
$644
PutShares
2

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Quaker Wealth Management, LLC holds $6,154 across 9 Engineering & Construction names. FIX ranks #1 (64.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FIX
Comfort Systems USA Inc
This page
2 $3,963

All Filings in FIX

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,963 2
2026-03-31 $2,757 2
2025-12-31 $1,866 2
2025-09-30 $1,650 2
2025-06-30 $1,072 2
2025-03-31 $644 2