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Comfort Systems USA shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Comfort Systems USA by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 13 1981.92
2026-03-31 $11k 8 1379.00
2025-12-31 $2.8k 3 933.33

More positions owned by Dogwood Wealth Management

Putnam Etf Trust Focused Lar Cap (PVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Avantis Us Larg (AVLC)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Series Trust ST STR P500GRW (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Comfort Systems USA

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Geode Capital Management
AQR Capital Management
Capital World Investors
Westfield Capital Management Company
Invesco
Morgan Stanley
First Trust Advisors
Capital Research and Management Company - Division 3
Northern Trust
Citadel Advisors

View all funds holding Comfort Systems USA