Choreo LLC’s Comfort Systems FIX Stock Holding History

Choreo LLC’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$593K	Sell	430 -12	-3%	-$15.2K	0.01%	847
2025 Q4	$418K	Buy	442 +102	+30%	+$94.2K	0.01%	1012
2025 Q3	$280K	Buy	+340	New	+$230K	﹤0.01%	1267

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Choreo LLC's FIX Position: Q1 2026 in Review

Choreo LLC reduced its Comfort Systems (FIX) stake by 2.7% in Q1 2026, selling an estimated $15.2K and leaving 430 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #847.

Choreo LLC first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Choreo LLC held 430 shares of Comfort Systems worth $593K as of Q1 2026.
Choreo LLC sold 12 Comfort Systems shares in Q1 2026, an estimated $15.2K.
Comfort Systems made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #847 holding.
Choreo LLC first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.