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JOURNEY STRATEGIC WEALTH LLC

Position in FIX — Comfort Systems USA Inc

CIK 1909316 SUMMIT, NJ

Position in FIX

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$1,336,235
+$512,143 QoQ
Shares Held
969
+9.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 0% Shared 99% None 1%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $4,665,920 across 10 Engineering & Construction names. FIX ranks #1 (28.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FIX
Comfort Systems USA Inc
This page
969 $1,336,235

All Filings in FIX

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,336,235 969
2025-12-31 $824,092 883
2025-09-30 $701,400 850
2025-06-30 $524,411 978
2025-03-31 $226,917 704
2024-12-31 $228,143 538
2024-09-30 $222,888 571