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Cornerstone Planning Group LLC

Position in FIX — Comfort Systems USA Inc

CIK 1822587 FAIRFIELD, NJ

Position in FIX

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$23,783
+$4,478 QoQ
Shares Held
12
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,256
of 1,349 holders
Holding Since
Dec 2022
12 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

Cornerstone Planning Group LLC holds $309,359 across 15 Engineering & Construction names. FIX ranks #4 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 FIX
Comfort Systems USA Inc
This page
12 $23,783

All Filings in FIX

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,783 12
2026-03-31 $19,305 14
2025-12-31 $8,399 9
2025-09-30 $7,426 9
2025-06-30 $4,825 9
2025-03-31 $2,900 9
2024-12-31 $848 2
2024-09-30 $780 2
2023-12-31 $2,468 12
2023-09-30 $2,044 12
2023-06-30 $1,970 12
2022-12-31 $1,380 12