Balboa Wealth Partners

Position in FIX — Comfort Systems USA Inc

CIK 1929008 SCOTTSDALE, AZ

Position in FIX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$566,837

+$23,515 QoQ

Shares Held

286

-27.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#903

of 1,341 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Balboa Wealth Partners holds $11,311,883 across 5 Engineering & Construction names. FIX ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	10,776	$9,044,943
2	PWR	Quanta Services, Inc.	1,254	$902,930
3	FIX	Comfort Systems USA Inc This page	286	$566,837
4	AGX	Argan Inc	653	$521,453
5	MYRG	Myr Group Inc.	551	$275,720

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$566,837	286	-27.4%	Shares	Sole	2026-08-10
2026-03-31	$543,322	394	+8.8%	Shares	Sole	2026-04-16
2025-12-31	$337,850	362	+4.6%	Shares	Sole	2026-01-16
2025-09-30	$285,512	346	-41.2%	Shares	Sole	2025-11-06
2025-06-30	$315,291	588	-3.9%	Shares	Sole	2025-07-29
2024-12-31	$259,524	612	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.