HIC
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Holderness Investments Company’s Comfort Systems FIX Stock Holding History

Holderness Investments Company’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 		$1.67M Buy
1,209
+149
+14% +$189K 0.33% 70
2025
Q4 		$989K Buy
1,060
+40
+4% +$36.9K 0.2% 95
2025
Q3 		$842K Buy
1,020
+194
+23% +$131K 0.17% 112
2025
Q2 		$443K Buy
+826
New +$360K 0.1% 168
2025
Q1 		– Sell
-605
Closed -$257K – 254
2024
Q4 		$257K Buy
+605
New +$266K 0.06% 222

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Holderness Investments Company's FIX Position: Q1 2026 in Review

Holderness Investments Company increased its Comfort Systems (FIX) stake by 14% in Q1 2026, buying an estimated $189K and bringing the position to 1,209 shares worth $1.67M. The position accounts for 0.33% of the portfolio, ranked #70.

Holderness Investments Company first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Holderness Investments Company held 1,209 shares of Comfort Systems worth $1.67M as of Q1 2026.
  • Holderness Investments Company bought 149 Comfort Systems shares in Q1 2026, an estimated $189K.
  • Comfort Systems made up 0.33% of Holderness Investments Company's portfolio in Q1 2026, its #70 holding.
  • Holderness Investments Company first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.