SEC 13F Intelligence

Monument Capital Management / FIX

Monument Capital Management’s Comfort Sys USA Inc Position

Does Monument Capital Management own Comfort Sys USA Inc (FIX)? Yes — 6.0K shares worth $8M (+2.08% of its 13F portfolio) as of Q1 2026, down from 6.3K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
6.0K
% of Portfolio
+2.08%
Quarters Held
6
currently held

Position History FIX

Reported value by quarter
Q3 ’24: $4MQ3 ’24Q4 ’24: $4MQ4 ’24Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.0K$8M+2.08%
Q4 20256.3K$6M+1.46%
Q3 20256.5K$5M+1.34%
Q2 20256.8K$4M+0.95%
Q4 20249.8K$4M+1.14%
Q3 20249.7K$4M+1.05%

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