LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in FIX — Comfort Systems USA Inc
CIK 2131510
LOUISVILLE, KY
Position in FIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,290,249
+$436,655 QoQ
Shares Held
651
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#710
of 1,341 holders
Holding Since
Mar 2026
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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $2,133,805 across 2 Engineering & Construction names. FIX ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
651 | $1,290,249 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
1,005 | $843,556 |
All Filings in FIX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,249 | 651 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $853,594 | 619 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||