As of the latest SEC filings, COMFORT SYSTEMS USA INC (FIX) is held by 927 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,539,522,362.87 in market value, representing 0.08% of its portfolio.
Funds holding COMFORT SYSTEMS USA INC (FIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FIX
- CIK:
- 0001035983
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $1,539,522,362.87 | 1,116,413 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.09% | $1,234,993,106.22 | 895,578 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 1.47% | $1,188,241,208.25 | 861,675 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.09% | $640,179,088.75 | 447,875 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.09% | $624,998,258.71 | 453,229 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.09% | $566,632,506.96 | 410,904 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.34% | $559,221,814.70 | 405,530 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.26% | $523,779,013.72 | 379,828 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.29% | $363,585,553.50 | 197,574 | Apr 30, 2026 | Jun 26, 2026 |
|
AIRR
First Trust RBA American Industrial Renaissance ETF
|
ETF | First Trust | 4.18% | $350,678,535.99 | 254,301 | Mar 31, 2026 | May 21, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 1.73% | $321,889,361.76 | 233,424 | Mar 31, 2026 | May 28, 2026 |
|
VIGRX
VANGUARD GROWTH INDEX FUND
|
ETF | Vanguard | 0.10% | $314,416,614.95 | 228,005 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.81% | $312,919,031.81 | 226,919 | Mar 31, 2026 | May 28, 2026 |
|
FAGIX
Fidelity Capital and Income Fund
|
MF | Fidelity | 1.93% | $301,801,000.00 | 164,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 2.67% | $298,842,301.89 | 216,711 | Mar 31, 2026 | May 28, 2026 |
|
OSGIX
JPMorgan Mid Cap Growth Fund
|
MF | JPMorgan | 2.56% | $291,601,225.40 | 211,460 | Mar 31, 2026 | May 29, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.09% | $273,626,090.75 | 198,425 | Mar 31, 2026 | May 28, 2026 |
|
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.96% | $272,178,151.25 | 197,375 | Mar 31, 2026 | May 28, 2026 |
|
QUAL
iShares MSCI USA Quality Factor ETF
|
ETF | BlackRock / iShares | 0.54% | $270,917,924.50 | 147,218 | Apr 30, 2026 | Jun 25, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 1.19% | $258,853,245.50 | 140,662 | Apr 30, 2026 | Jun 26, 2026 |
|
FBCHX
Fidelity Blue Chip Growth Fund
|
MF | Fidelity | 0.27% | $253,739,190.75 | 137,883 | Apr 30, 2026 | Jun 26, 2026 |
|
LGLQX
Lord Abbett Growth Leaders Fund
|
MF | Independent / Boutique | 3.27% | $247,184,220.25 | 134,321 | Apr 30, 2026 | Jun 29, 2026 |
|
OEGAX
Invesco Discovery Mid Cap Growth Fund
|
MF | Invesco | 3.59% | $241,424,237.75 | 131,191 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.47% | $237,127,254.00 | 128,856 | Apr 30, 2026 | Jun 26, 2026 |
|
FLVCX
Fidelity Leveraged Company Stock Fund
|
MF | Fidelity | 5.48% | $225,798,675.00 | 122,700 | Apr 30, 2026 | Jun 26, 2026 |
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