QTR Family Wealth, LLC

Position in FIX — Comfort Systems USA Inc

CIK 2067954 LAKE MARY, FL

Position in FIX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,232,772

+$439,853 QoQ

Shares Held

622

+8.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#724

of 1,341 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Industrials · as of Jun 30, 2026

QTR Family Wealth, LLC holds $2,036,470 across 3 Engineering & Construction names. FIX ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc This page	622	$1,232,772
2	EME	EMCOR Group, Inc.	615	$510,376
3	MTZ	Mastec Inc	705	$293,322

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,232,772	622	+8.2%	Shares	Sole	2026-07-27
2026-03-31	$792,919	575	+12.1%	Shares	Sole	2026-04-16
2025-12-31	$478,777	513	+37.5%	Shares	Sole	2026-02-13
2025-09-30	$307,792	373	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.