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Optimize Financial Inc

Position in FIX — Comfort Systems USA Inc

CIK 2033266 LAGUNA HILLS, CA

Position in FIX

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$364,053
-$56,860 QoQ
Shares Held
264
-41.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026

Optimize Financial Inc holds $2,840,992 across 8 Engineering & Construction names. FIX ranks #4 (12.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 FIX
Comfort Systems USA Inc
This page
264 $364,053

All Filings in FIX

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $364,053 264
2025-12-31 $420,913 451
2025-09-30 $368,855 447
2025-06-30 $352,289 657
2025-03-31 $213,060 661
2024-12-31 $275,639 650