Ibex Wealth Advisors »

Comfort Systems USA shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Ibex Wealth 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 154 1379.20
2024-12-31 $443k 1.0k 424.16
2024-06-30 $291k 956 303.98

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies Common Stock (PLTR)
Williams Cos Common Stock (WMB)
Pimco Ehnanced MF Closed and MF Open (MINT)
Vertiv Holdings Common Stock (VRT)
Jackson Financial Common Stock (JXN)
F/m U S MF Closed and MF Open (TBIL)
Alphabet Common Stock (GOOGL)
Kinder Morgan Common Stock (KMI)
Applovin Corp Common Stock (APP)
Abbvie Common Stock (ABBV)
Micron Technology Common Stock (MU)

View all positions for Ibex Wealth Advisors

Top funds holding Comfort Systems USA

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
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

View all funds holding Comfort Systems USA