Cypress Point Wealth Management, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1825611
DALLAS, TX
Position in FIX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$327,021
New position
Shares Held
165
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,030
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, 2026Cypress Point Wealth Management, LLC holds $542,629 across 2 Engineering & Construction names. FIX ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
165 | $327,021 | |
| 2 | AGX |
Argan Inc
|
270 | $215,608 |
All Filings in FIX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,021 | 165 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||