Flatrock Wealth Partners LLC
Position in FIX — Comfort Systems USA Inc
CIK 2130067
NEWPORT BEACH, CA
Position in FIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$634,224
+$195,706 QoQ
Shares Held
320
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#867
of 1,341 holders
Holding Since
Dec 2025
3 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, 2026Flatrock Wealth Partners LLC holds $836,714 across 2 Engineering & Construction names. FIX ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
320 | $634,224 | |
| 2 | EME |
EMCOR Group, Inc.
|
244 | $202,490 |
All Filings in FIX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,224 | 320 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $438,518 | 318 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $278,120 | 298 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||