InceptionR’s Comfort Systems FIX Stock Holding History

InceptionR’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 Q2	$422K	Buy	+213	New	+$386K	0.1%	369
2026 Q1	–	Sell	-479	Closed	-$447K	–	735
2025 Q4	$447K	Sell	479 -166	-26%	-$153K	0.12%	309
2025 Q3	$532K	Buy	645 +107	+20%	+$72.5K	0.13%	290
2025 Q2	$288K	Buy	+538	New	+$234K	0.07%	457
2025 Q1	–	Sell	-2,417	Closed	-$1.02M	–	650
2024 Q4	$1.02M	Buy	+2,417	New	+$1.06M	0.23%	153
2024 Q3	–	Sell	-668	Closed	-$203K	–	714
2024 Q2	$203K	Sell	668 -2,273	-77%	-$723K	0.06%	517
2024 Q1	$934K	Buy	+2,941	New	+$751K	0.24%	153
2023 Q4	–	Sell	-1,628	Closed	-$277K	–	415
2023 Q3	$277K	Buy	+1,628	New	+$286K	0.16%	278
2023 Q1	–	Sell	-4,717	Closed	-$543K	–	481
2022 Q4	$543K	Buy	+4,717	New	+$549K	0.29%	137

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

InceptionR's FIX Position: Q2 2026 in Review

InceptionR opened a new position in Comfort Systems (FIX) in Q2 2026: 213 shares worth $422K. The stake represents 0.1% of the portfolio and ranks #369 among its holdings. This is a return to the name: InceptionR previously reported a position in FIX as recently as Q4 2025.

InceptionR first reported a position in FIX in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.02M in Q4 2024. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

InceptionR held 213 shares of Comfort Systems worth $422K as of Q2 2026.
Comfort Systems was a new InceptionR position in Q2 2026.
Comfort Systems made up 0.1% of InceptionR's portfolio in Q2 2026, its #369 holding.
InceptionR first reported a position in Comfort Systems in Q4 2022 and has held it in 9 quarters since.
InceptionR's Comfort Systems position peaked at $1.02M in Q4 2024.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.