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Comfort Systems USA shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Comfort Systems USA by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 9.8k 825.18
2025-06-30 $8.1M 15k 536.21
2025-03-31 $5.5M 17k 322.33
2024-12-31 $7.3M 17k 424.06
2024-09-30 $6.7M 17k 390.37
2024-06-30 $5.2M 17k 304.14

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Comfort Systems USA (FIX)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding Comfort Systems USA

BlackRock
Vanguard Group
FMR
Capital World Investors
Invesco
State Street Corporation
Geode Capital Management
AQR Capital Management
Westfield Capital Management Company
Jpmorgan Chase & Co
First Trust Advisors
Baillie Gifford & Co
Hanna Zanoni
Millennium Management
Morgan Stanley

View all funds holding Comfort Systems USA