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Trek Financial, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1768195 Scottsdale, AZ

Position in FIX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$255,671
New position
Shares Held
129
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,095
of 1,341 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Trek Financial, LLC holds $3,089,279 across 4 Engineering & Construction names. FIX ranks #3 (8.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 FIX
Comfort Systems USA Inc
This page
129 $255,671

All Filings in FIX

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $255,671 129