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Moran Wealth Management, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1965334 Naples, FL

Position in FIX

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$15,657,051
-$10,808,252 QoQ
Shares Held
11,354
-60.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 99.68293112559451.ToString("F0")% Shared 0.31706887440549586.ToString("F0")% None 0.ToString("F0")%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Mar 31, 2026

Moran Wealth Management, LLC holds $85,175,120 across 12 Engineering & Construction names. FIX ranks #4 (18.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 FIX
Comfort Systems USA Inc
This page
11,354 $15,657,051

All Filings in FIX

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,657,051 11,354
2025-12-31 $26,465,303 28,357
2025-09-30 $17,464,934 21,165
2025-06-30 $14,787,063 27,577
2025-03-31 $9,786,261 30,361
2024-12-31 $16,404,337 38,684
2024-09-30 $16,116,380 41,287
2024-06-30 $13,161,401 43,277
2024-03-31 $14,351,278 45,171
2023-12-31 $9,668,546 47,010
2023-09-30 $8,244,435 48,380
2023-06-30 $8,161,725 49,706
2023-03-31 $7,399,150 50,693
2022-12-31 $5,545,935 48,192