Elm3 Financial Group »

Comfort Systems USA shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Comfort Systems USA by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 116 1981.95

More positions owned by Elm3 Financial Group

Amazon (AMZN)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Alphabet Cap Stk Cl A (GOOGL)
Global X Fds 1 3 Mo T Bi Et (CLIP)
Spdr Series Trust St Port High Etf (SPHY)
Schwab Strategic Tr High Yiel Bd Etf (SCYB)

View all positions for Elm3 Financial Group

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