Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionAffinity Investment Advisors, Llc
Latest Disclosed Ownership347 shares
Latest Disclosed Value $ 478,510
Affinity Investment Advisors, Llc reports 10.16% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 14, 2026 - Affinity Investment Advisors, Llc filed a 13F-HR form disclosing ownership of 347 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $478,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 315 shares of Comfort Systems USA, Inc.. This represents a change in shares of 10.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F COMFORT SYS USA COM 199908104 347 32 10.16 479 63.14 0.2993
2026-02-12 2025-12-31 13F COMFORT SYS USA COM 199908104 315 315 294 0.1953
2021-05-13 2021-03-31 13F COMFORT SYSTEMS USA COM 199908104 0 -13,968 -100.00 0 -100.00
2021-02-12 2020-12-31 13F COMFORT SYSTEMS USA COM 199908104 13,968 0 0.00 736 2.36 0.2968
2020-11-13 2020-09-30 13F COMFORT SYSTEMS USA COM 199908104 13,968 -48 -0.34 719 25.92 0.3155
2020-08-13 2020-06-30 13F COMFORT SYSTEMS USA COM 199908104 14,016 0 0.00 571 11.52 0.2713
2020-05-15 2020-03-31 13F COMFORT SYSTEMS USA COM 199908104 14,016 4,200 42.79 512 4.70 0.2609
2020-02-13 2019-12-31 13F COMFORT SYSTEMS USA COM 199908104 9,816 -53 -0.54 489 11.90 0.1774
2019-11-12 2019-09-30 13F COMFORT SYSTEMS USA COM 199908104 9,869 12 0.12 437 -13.12 0.1371
2019-08-08 2019-06-30 13F COMFORT SYS USA COM 199908104 9,857 -93 -0.93 503 -3.45 0.1443
2019-05-07 2019-03-31 13F COMFORT SYSTEMS USA COM 199908104 9,950 -877 -8.10 521 10.15 0.1068
2019-02-05 2018-12-31 13F COMFORT SYSTEMS USA COM 199908104 10,827 0 0.00 473 -22.59 0.0827
2018-11-09 2018-09-30 13F COMFORT SYSTEMS USA COM 199908104 10,827 1,304 13.69 611 40.14 0.0805
2018-08-06 2018-06-30 13F COMFORT SYSTEMS USA COM 199908104 9,523 0 0.00 436 10.94 0.0616
2018-05-08 2018-03-31 13F COMFORT SYSTEMS USA COM 199908104 9,523 2,177 29.64 393 22.43 0.0459
2018-02-07 2017-12-31 13F COMFORT SYSTEMS USA COM 199908104 7,346 1,204 19.60 321 46.58 0.0364
2017-10-31 2017-09-30 13F COMFORT SYSTEMS USA COM 199908104 6,142 520 9.25 219 4.78 0.0254
2017-07-25 2017-06-30 13F COMFORT SYSTEMS USA COM 199908104 5,622 -4,714 -45.61 209 -44.85 0.0249
2017-05-04 2017-03-31 13F COMFORT SYSTEMS USA COM 199908104 10,336 3,140 43.64 379 57.92 0.0343
2017-02-07 2016-12-31 13F COMFORT SYSTEMS USA COM 199908104 7,196 0 0.00 240 13.74 0.0226
2016-11-07 2016-09-30 13F COMFORT SYSTEMS USA COM 199908104 7,196 0 0.00 211 -9.83 0.0179
2016-08-09 2016-06-30 13F COMFORT SYSTEMS USA COM 199908104 7,196 0 0.00 234 2.18 0.0173
2016-05-12 2016-03-31 13F COMFORT SYSTEMS USA COM 199908104 7,196 7,196 229 0.0201
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.