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Comfort Systems USA shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Comfort Systems USA

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

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Quarterly reported holdings in Comfort Systems USA by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $408k 296 1378.99
2025-12-31 $94k 101 933.29
2025-09-30 $85k 103 825.18

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Comfort Systems USA

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Capital Research and Management Company - Division 3
Northern Trust

View all funds holding Comfort Systems USA