MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

FIX — Comfort Systems USA Inc

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.95%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.77%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.89%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.10%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in FIX

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$634,521,557	460,135	+6.6%	Shares	Defined	2026-05-15
2025-12-31	$402,876,087	431,673	+24.9%	Shares	Defined	2026-05-27
2025-09-30	$285,231,713	345,660	+4.1%	Shares	Defined	2026-05-27
2025-06-30	$178,059,248	332,070	-11.2%	Shares	Defined	2025-08-15
2025-03-31	$120,576,879	374,079	+13.6%	Shares	Defined	2025-05-15
2024-12-31	$139,608,604	329,219	+4.4%	Shares	Defined	2025-05-15
2024-09-30	$123,101,549	315,362	-5.7%	Shares	Defined	2025-05-14
2024-06-30	$101,728,439	334,501	-5.8%	Shares	Defined	2025-05-14
2024-03-31	$112,849,314	355,196	-12.5%	Shares	Defined	2024-10-17
2023-12-31	$83,462,731	405,809	-9.4%	Shares	Defined	2024-08-16
2023-09-30	$76,324,418	447,887	+10.8%	Shares	Defined	2023-11-15
2023-06-30	$66,355,514	404,114	+5.2%	Shares	Defined	2023-08-14
2023-03-31	$56,084,103	384,243	-0.1%	Shares	Defined	2023-05-15
2022-12-31	$44,247,795	384,496	+54.8%	Shares	Defined	2023-02-14
2022-09-30	$24,173,460	248,366	+13.4%	Shares	Defined	2022-11-14
2022-06-30	$18,208,764	218,987	+37.2%	Shares	Defined	2022-10-27
2022-03-31	$14,210,088	159,646	-43.8%	Shares	Defined	2022-10-27
2021-12-31	$28,113,502	284,147	+29.6%	Shares	Defined	2022-02-14
2021-09-30	$15,631,627	219,176	+11.6%	Shares	Defined	2021-11-15
2021-06-30	$15,470,729	196,354	-4.5%	Shares	Defined	2021-08-23
2021-03-31	$15,373,531	205,611	-30.8%	Shares	Defined	2021-05-17
2020-12-31	$15,654,762	297,280	+60.4%	Shares	Defined	2021-02-16
2020-09-30	$9,547,788	185,358	+9.8%	Shares	Defined	2020-11-13
2020-06-30	$6,877,375	168,770	-10.5%	Shares	Defined	2020-08-14
2020-03-31	$6,890,330	188,518	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.