PDS Planning, Inc

Position in FIX — Comfort Systems USA Inc

CIK 838618 DUBLIN, OH

Position in FIX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$374,588

+$144,297 QoQ

Shares Held

189

+13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#995

of 1,341 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PDS Planning, Inc holds $1,400,315 across 3 Engineering & Construction names. FIX ranks #2 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	1,088	$783,403
2	FIX	Comfort Systems USA Inc This page	189	$374,588
3	EME	EMCOR Group, Inc.	292	$242,324

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,588	189	+13.2%	Shares	Sole	2026-08-05
2026-03-31	$230,291	167	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.