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Shelton Capital Management’s Comfort Systems FIX Stock Holding History

Shelton Capital Management’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 		$266K Buy
+193
New +$245K 0.01% 554
2025
Q4 		– Sell
-1,258
Closed -$1.04M – 729
2025
Q3 		$1.04M Hold
1,258
– – 0.02% 263
2025
Q2 		$675K Sell
1,258
-16
-1% -$6.97K 0.02% 297
2025
Q1 		$411K Sell
1,274
-68
-5% -$27.4K 0.01% 374
2024
Q4 		$569K Sell
1,342
-60
-4% -$26.3K 0.01% 319
2024
Q3 		$547K Hold
1,402
– – 0.01% 331
2024
Q2 		$426K Sell
1,402
-138
-9% -$43.9K 0.01% 369
2024
Q1 		$489K Hold
1,540
– – 0.01% 365
2023
Q4 		$317K Sell
1,540
-207
-12% -$38.2K 0.01% 477
2023
Q3 		$298K Sell
1,747
-201
-10% -$35.3K 0.01% 476
2023
Q2 		$320K Sell
1,948
-158
-8% -$23.5K 0.01% 461
2023
Q1 		$307K Hold
2,106
– – 0.01% 457
2022
Q4 		$242K Sell
2,106
-149
-7% -$17.3K 0.03% 546
2022
Q3 		$219K Buy
+2,255
New +$221K 0.01% 592
2022
Q2 		– Sell
-2,255
Closed -$201K – 755
2022
Q1 		$201K Sell
2,255
-85
-4% -$7.63K 0.01% 781
2021
Q4 		$232K Buy
+2,340
New +$216K 0.01% 714
2018
Q4 		– Sell
-3,696
Closed -$208K – 829
2018
Q3 		$208K Buy
+3,696
New +$198K 0.01% 837

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

Shelton Capital Management's FIX Position: Q1 2026 in Review

Shelton Capital Management opened a new position in Comfort Systems (FIX) in Q1 2026: 193 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in FIX as recently as Q3 2025.

Shelton Capital Management first reported a position in FIX in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.04M in Q3 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Shelton Capital Management held 193 shares of Comfort Systems worth $266K as of Q1 2026.
  • Comfort Systems was a new Shelton Capital Management position in Q1 2026.
  • Comfort Systems made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #554 holding.
  • Shelton Capital Management first reported a position in Comfort Systems in Q3 2018 and has held it in 17 quarters since.
  • Shelton Capital Management's Comfort Systems position peaked at $1.04M in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.