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Comfort Systems USA shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Comfort Systems USA

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

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Quarterly reported holdings in Comfort Systems USA by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $54k 138 391.37
2024-06-30 $42k 138 304.64
2024-03-31 $44k 138 317.97

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Vanguard Value Etf 0 (VTV)
Vanguard Growth Etf 0 (VUG)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Amazon 0 (AMZN)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Comfort Systems USA

BlackRock
Vanguard Group
Invesco
State Street Corporation
Baillie Gifford & Co
Westfield Capital Management Company
Geode Capital Management
Dimensional Fund Advisors
Alliancebernstein
Hanna Zanoni
Federated Investors
Charles Schwab Investment Management
Jpmorgan Chase & Co
Millennium Management
Morgan Stanley

View all funds holding Comfort Systems USA