SEC 13F Intelligence

Bosman Wealth Management, LLC / FIX

Bosman Wealth Management, LLC’s Comfort Sys USA Inc Position

Does Bosman Wealth Management, LLC own Comfort Sys USA Inc (FIX)? Yes — 1.9K shares worth $3M (+2.34% of its 13F portfolio) as of Q1 2026, down from 2.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
1.9K
% of Portfolio
+2.34%
Quarters Held
5
currently held

Position History FIX

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.9K$3M+2.34%
Q4 20252.1K$2M+1.59%
Q3 20253.2K$3M+2.02%
Q2 20253.3K$2M+1.59%
Q1 20254.1K$2M+1.69%

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