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Root Financial Partners, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1977181 ENCINITAS, CA

Position in FIX

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$755,122
+$346,941 QoQ
Shares Held
381
+28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#829
of 1,341 holders
Holding Since
Sep 2025
4 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

Root Financial Partners, LLC holds $1,404,257 across 3 Engineering & Construction names. FIX ranks #1 (53.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FIX
Comfort Systems USA Inc
This page
381 $755,122

All Filings in FIX

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $755,122 381
2026-03-31 $408,181 296
2025-12-31 $94,262 101
2025-09-30 $84,993 103