SEC 13F Intelligence

Hedeker Wealth, LLC / FIX

Hedeker Wealth, LLC’s Comfort Sys USA Inc Position

Does Hedeker Wealth, LLC own Comfort Sys USA Inc (FIX)? Yes7.1K shares worth $10M (+2.08% of its 13F portfolio) as of Q1 2026, down from 7.1K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
7.1K
% of Portfolio
+2.08%
Quarters Held
4
currently held

Position History FIX

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.1K$10M+2.08%
Q4 20257.1K$7M+1.40%
Q3 20257.5K$6M+1.28%
Q2 20257.3K$4M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hedeker Wealth, LLC’s full portfolio or all institutional holders of FIX.