Peterson Wealth Services / FIX
Peterson Wealth Services’s Comfort Sys USA Inc Position
Does Peterson Wealth Services own Comfort Sys USA Inc (FIX)? Yes — 16.4K shares worth $23M (+5.58% of its 13F portfolio) as of Q1 2026, down from 16.4K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
16.4K
% of Portfolio
+5.58%
Quarters Held
18
currently held
Position History FIX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 16.4K | $23M | +5.58% |
| Q4 2025 | 16.4K | $15M | +3.93% |
| Q3 2025 | 60.3K | $15M | +3.81% |
| Q2 2025 | 19.2K | $10M | +2.82% |
| Q1 2025 | 19.1K | $6M | +1.91% |
| Q4 2024 | 19.1K | $8M | +2.43% |
| Q3 2024 | 19.3K | $8M | +2.41% |
| Q2 2024 | 13.8K | $4M | +1.47% |
| Q1 2024 | 13.9K | $4M | +1.61% |
| Q4 2023 | 16.1K | $3M | +1.42% |
| Q3 2023 | 16.3K | $3M | +2.08% |
| Q2 2023 | 16.0K | $3M | +1.26% |
| Q1 2023 | 15.7K | $2M | +1.18% |
| Q4 2022 | 22.0K | $3M | +1.45% |
| Q3 2022 | 21.9K | $2M | +1.51% |
| Q2 2022 | 21.7K | $2M | +1.30% |
| Q1 2022 | 21.0K | $2M | +1.15% |
| Q4 2021 | 19.6K | $2M | +1.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of FIX.