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Everhart Financial Group, Inc.

Position in FIX — Comfort Systems USA Inc

CIK 1852858 Dublin, OH

Position in FIX

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$608,458
+$205,793 QoQ
Shares Held
307
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#878
of 1,341 holders
Holding Since
Mar 2026
2 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

Everhart Financial Group, Inc. holds $4,650,778 across 3 Engineering & Construction names. FIX ranks #2 (13.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
307 $608,458

All Filings in FIX

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $608,458 307
2026-03-31 $402,665 292