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Comfort Systems USA shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Comfort Systems USA by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $789k 572 1378.99
2025-12-31 $526k 564 933.29

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Vanguard FTSE All World Ex US Etf (VEU)
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JPMorgan Equity Premium ETF Etf (JEPI)
Ishares Core S&P Mid-Cap ETF Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Comfort Systems USA

Vanguard Group
BlackRock
FMR
Capital World Investors
State Street Corporation
Geode Capital Management
AQR Capital Management
Westfield Capital Management Company
Invesco
Norges Bank Investment Management
First Trust Advisors
Northern Trust
Federated Investors
Deutsche Bank Aktiengesellschaft
Hanna Zanoni

View all funds holding Comfort Systems USA