Cornerstone Financial Management LLC
Position in FIX — Comfort Systems USA Inc
CIK 2110329
PROVIDENCE, RI
Position in FIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,855
+$8,961 QoQ
Shares Held
8
+60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,274
of 1,341 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $84,015 across 15 Engineering & Construction names. FIX ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
46 | $33,121 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
8 | $15,855 | |
| 3 | EME |
EMCOR Group, Inc.
|
14 | $11,618 | |
| 4 | FER |
Ferrovial N.V.
|
86 | $5,900 | |
| 5 | MTZ |
Mastec Inc
|
13 | $5,408 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
4 | $3,357 | |
| 7 | J |
Jacobs Solutions Inc.
|
13 | $1,638 | |
| 8 | STN |
Stantec Inc
|
21 | $1,447 |
All Filings in FIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,855 | 8 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,894 | 5 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,666 | 5 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||