JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in FIX — Comfort Systems USA Inc
CIK 2122180
AMMON, ID
Position in FIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$210,086
-$179,095 QoQ
Shares Held
106
-74.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,147
of 1,341 holders
Holding Since
Dec 2025
2 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $488,753 across 2 Engineering & Construction names. FIX ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRL |
Sterling Infrastructure, Inc.
|
332 | $278,667 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
106 | $210,086 |
All Filings in FIX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,086 | 106 | Shares | Other | 2026-07-24 | |
| 2025-12-31 | $389,181 | 417 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||