Summit Financial, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1765536 PARSIPPANY, NJ

Position in FIX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,356,538

+$1,063,046 QoQ

Shares Held

1,189

+26.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#577

of 1,341 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $18,257,469 across 5 Engineering & Construction names. FIX ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	16,998	$12,239,239
2	J	Jacobs Solutions Inc.	20,473	$2,579,598
3	FIX	Comfort Systems USA Inc This page	1,189	$2,356,538
4	EME	EMCOR Group, Inc.	780	$647,306
5	STRL	Sterling Infrastructure, Inc.	518	$434,788

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,356,538	1,189	+26.8%	Shares	Sole	2026-08-12
2026-03-31	$1,293,492	938	+304.3%	Shares	Sole	2026-05-15
2025-12-31	$216,523	232	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.