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Comfort Systems USA shares owned by Fiduciary Planning

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Fiduciary Planning from 13F filings

Historical chart of Fiduciary Planning investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Comfort Systems USA by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 400 825.18
2025-06-30 $215k 400 536.21

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
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Select Sector Spdr Tr Technology (XLK)
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First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

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