Proficio Capital Partners’s Comfort Systems FIX Stock Holding History

Proficio Capital Partners’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	$498K	Hold	361	–	–	0.03%	172
2025 Q4	$337K	Hold	361	–	–	0.02%	192
2025 Q3	$298K	Sell	361 -766	-68%	-$519K	0.02%	177
2025 Q2	$604K	Sell	1,127 -71	-6%	-$30.9K	0.04%	218
2025 Q1	$386K	Sell	1,198 -13	-1%	-$5.24K	0.03%	253
2024 Q4	$514K	Buy	+1,211	New	+$532K	0.04%	184
2024 Q3	–	Sell	-1,461	Closed	-$444K	–	306
2024 Q2	$444K	Sell	1,461 -102	-7%	-$32.4K	0.05%	185
2024 Q1	$497K	Sell	1,563 -134	-8%	-$34.2K	0.05%	166
2023 Q4	$349K	Sell	1,697 -110	-6%	-$20.3K	0.04%	194
2023 Q3	$308K	Hold	1,807	–	–	0.04%	212
2023 Q2	$297K	Buy	1,807 +11	+0.6%	+$1.64K	0.04%	218
2023 Q1	$262K	Buy	+1,796	New	+$233K	0.04%	232
2018 Q4	–	Sell	-385	Closed	-$22K	–	1200
2018 Q3	$22K	Hold	385	–	–	0.01%	557
2018 Q2	$18K	Hold	385	–	–	0.01%	637
2018 Q1	$16K	Hold	385	–	–	﹤0.01%	654
2017 Q4	$17K	Buy	+385	New	+$15.8K	0.01%	631

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

Proficio Capital Partners's FIX Position: Q1 2026 in Review

Proficio Capital Partners held its Comfort Systems (FIX) position steady in Q1 2026 at 361 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #172.

Proficio Capital Partners first reported a position in FIX in Q4 2017 and has held it in 16 quarters since. The position peaked at $604K in Q2 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Proficio Capital Partners held 361 shares of Comfort Systems worth $498K as of Q1 2026.
Proficio Capital Partners left its Comfort Systems share count unchanged in Q1 2026.
Comfort Systems made up 0.03% of Proficio Capital Partners's portfolio in Q1 2026, its #172 holding.
Proficio Capital Partners first reported a position in Comfort Systems in Q4 2017 and has held it in 16 quarters since.
Proficio Capital Partners's Comfort Systems position peaked at $604K in Q2 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.