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Comfort Systems USA shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial Concepts investment in Comfort Systems USA

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

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Quarterly reported holdings in Comfort Systems USA by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 264 933.29
2025-09-30 $216k 262 825.18
2025-06-30 $231k 430 536.21

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)

View all positions for Morris Financial Concepts

Top funds holding Comfort Systems USA

Vanguard Group
BlackRock
FMR
Capital World Investors
State Street Corporation
Geode Capital Management
AQR Capital Management
Jpmorgan Chase & Co
Westfield Capital Management Company
Invesco
Norges Bank Investment Management
First Trust Advisors
Millennium Management
Northern Trust
Federated Investors

View all funds holding Comfort Systems USA