Optimist Retirement Group LLC
PensionPosition in FIX — Comfort Systems USA Inc
CIK 2011850
BELLEVUE, WA
Position in FIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$755,122
+$242,138 QoQ
Shares Held
381
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#828
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, 2026Optimist Retirement Group LLC holds $1,301,545 across 2 Engineering & Construction names. FIX ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
381 | $755,122 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
651 | $546,423 |
All Filings in FIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,122 | 381 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $512,984 | 372 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $423,713 | 454 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $374,631 | 454 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||