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Corient Private Wealth LLC

Position in FIX — Comfort Systems USA Inc

CIK 1948780 MIAMI, FL

Position in FIX

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$10,199,114
+$2,460,223 QoQ
Shares Held
5,146
-8.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#332
of 1,341 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 17% Shared 8% None 75%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Corient Private Wealth LLC holds $275,077,671 across 22 Engineering & Construction names. FIX ranks #4 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 FIX
Comfort Systems USA Inc
This page
5,146 $10,199,114

All Filings in FIX

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,199,114 5,146
2026-03-31 $7,738,891 5,612
2025-12-31 $2,596,412 2,782
2025-09-30 $1,551,337 1,880
2025-06-30 $889,035 1,658
2025-03-31 $406,135 1,260
2024-12-31 $598,771 1,412
2024-09-30 $481,300 1,233
2024-06-30 $307,465 1,011