Quantum Financial Advisors, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1929139
SANTA MONICA, CA
Position in FIX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$541,072
+$164,608 QoQ
Shares Held
273
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#914
of 1,341 holders
Holding Since
Jun 2025
5 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, 2026Quantum Financial Advisors, LLC holds $2,249,244 across 5 Engineering & Construction names. FIX ranks #2 (24.1% of the industry book) .
All Filings in FIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,072 | 273 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $376,464 | 273 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $254,788 | 273 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $384,533 | 466 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $249,873 | 466 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||