Fi3 FINANCIAL ADVISORS »

Comfort Systems USA shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL ADVISORS investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Fi3 FINANCIAL ADVISORS 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 Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 440 825.18
2025-06-30 $221k 412 536.21

More positions owned by Fi3 FINANCIAL ADVISORS

iShares Core S&P 500 ETF Etf (IVV)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core S&P Small Cap ETF Etf (IJR)
SPDR S&P 500 ETF Trust Etf (SPY)
Eli Lilly & Co Common Stock (LLY)
Schwab US TIPS ETF Etf (SCHP)
Apple Common Stock (AAPL)
Vanguard Total Stock Market Index Fund ETF Etf (VTI)
Vanguard Small-Cap Index Fund ETF Etf (VB)
Hillenbrand Common Stock (HI)
Nvidia Corporation Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares MSCI EAFE ETF Etf (EFA)
iShares Core MSCI EAFE ETF Etf (IEFA)
Amazon.Com Common Stock (AMZN)

View all positions for Fi3 FINANCIAL 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