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HB Wealth Management, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1911253 Atlanta, GA

Position in FIX

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$6,697,009
+$2,321,474 QoQ
Shares Held
3,379
+6.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#411
of 1,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

HB Wealth Management, LLC holds $31,416,798 across 12 Engineering & Construction names. FIX ranks #2 (21.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
3,379 $6,697,009

All Filings in FIX

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,697,009 3,379
2026-03-31 $4,375,535 3,173
2025-12-31 $2,379,889 2,550
2025-09-30 $1,864,906 2,260
2025-06-30 $475,082 886
2025-03-31 $479,949 1,489
2024-12-31 $291,753 688