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Portside Wealth Group, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1978608 Provo, UT

Position in FIX

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$1,242,682
+$81,574 QoQ
Shares Held
627
-25.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#721
of 1,341 holders
Holding Since
Jun 2023
13 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, 2026

Portside Wealth Group, LLC holds $6,845,683 across 7 Engineering & Construction names. FIX ranks #3 (18.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 FIX
Comfort Systems USA Inc
This page
627 $1,242,682

All Filings in FIX

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,242,682 627
2026-03-31 $1,161,108 842
2025-12-31 $1,003,286 1,075
2025-09-30 $969,585 1,175
2025-06-30 $761,954 1,421
2025-03-31 $454,162 1,409
2024-12-31 $494,029 1,165
2024-09-30 $879,848 2,254
2024-06-30 $667,847 2,196
2024-03-31 $737,722 2,322
2023-12-31 $508,416 2,472
2023-09-30 $367,574 2,157
2023-06-30 $342,028 2,083