Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionArizona State Retirement System
Latest Disclosed Ownership9,585 shares
Latest Disclosed Value $ 13,217,619
Arizona State Retirement System reports 0.85% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 1, 2026 - Arizona State Retirement System filed a 13F-HR form disclosing ownership of 9,585 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $13,217,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 9,667 shares of Comfort Systems USA, Inc.. This represents a change in shares of -0.85% 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)
2026-05-01 2026-03-31 13F COMFORT SYS USA COM 199908104 9,585 -82 -0.85 13,218 46.50 0.0773
2026-01-28 2025-12-31 13F COMFORT SYS USA COM 199908104 9,667 -772 -7.40 9,022 4.74 0.0491
2025-11-03 2025-09-30 13F COMFORT SYS USA COM 199908104 10,439 129 1.25 8,614 55.82 0.0459
2025-08-13 2025-06-30 13F COMFORT SYS USA COM 199908104 10,310 100 0.98 5,528 68.02 0.0319
2025-05-01 2025-03-31 13F COMFORT SYS USA COM 199908104 10,210 -144 -1.39 3,291 -25.06 0.0209
2025-02-06 2024-12-31 13F COMFORT SYS USA COM 199908104 10,354 68 0.66 4,391 9.34 0.0268
2024-11-12 2024-09-30 13F COMFORT SYS USA COM 199908104 10,286 296 2.96 4,015 32.16 0.0253
2024-08-05 2024-06-30 13F COMFORT SYS USA COM 199908104 9,990 175 1.78 3,038 -2.57 0.0203
2024-05-07 2024-03-31 13F COMFORT SYS USA COM 199908104 9,815 -184 -1.84 3,118 51.65 0.0216
2024-01-24 2023-12-31 13F COMFORT SYS USA COM 199908104 9,999 -185 -1.82 2,056 18.50 0.0156
2023-11-07 2023-09-30 13F COMFORT SYS USA COM 199908104 10,184 147 1.46 1,735 5.28 0.0147
2023-08-01 2023-06-30 13F COMFORT SYS USA COM 199908104 10,037 -324 -3.13 1,648 8.99 0.0134
2023-04-27 2023-03-31 13F COMFORT SYSTEMS USA COM 199908104 10,361 266 2.63 1,512 30.23 0.0136
2023-02-08 2022-12-31 13F COMFORT SYSTEMS USA COM 199908104 10,095 317 3.24 1,162 21.95 0.0112
2022-11-07 2022-09-30 13F COMFORT SYS USA COM 199908104 9,778 34 0.35 952 17.53 0.0098
2022-07-28 2022-06-30 13F COMFORT SYS USA COM 199908104 9,744 1 0.01 810 -6.57 0.0079
2022-05-04 2022-03-31 13F COMFORT SYS USA COM 199908104 9,743 -28 -0.29 867 -10.34 0.0070
2022-02-04 2021-12-31 13F COMFORT SYS USA COM 199908104 9,771 -113 -1.14 967 37.16 0.0074
2021-11-12 2021-09-30 13F COMFORT SYSTEMS USA COM 199908104 9,884 48 0.49 705 -9.03 0.0058
2021-08-02 2021-06-30 13F COMFORT SYSTEMS USA COM 199908104 9,836 -759 -7.16 775 -2.15 0.0063
2021-05-06 2021-03-31 13F COMFORT SYSTEMS USA COM 199908104 10,595 16 0.15 792 42.19 0.0069
2021-01-28 2020-12-31 13F COMFORT SYSTEMS USA COM 199908104 10,579 -426 -3.87 557 -1.76 0.0051
2020-11-05 2020-09-30 13F COMFORT SYSTEMS USA COM 199908104 11,005 2,741 33.17 567 68.25 0.0056
2020-08-04 2020-06-30 13F COMFORT SYSTEMS USA COM 199908104 8,264 -346 -4.02 337 6.98 0.0048
2020-05-05 2020-03-31 13F COMFORT SYSTEMS USA COM 199908104 8,610 -15,847 -64.80 315 -74.16 0.0054
2020-01-27 2019-12-31 13F COMFORT SYSTEMS USA COM 199908104 24,457 -18,827 -43.50 1,219 -36.31 0.0147
2019-10-31 2019-09-30 13F COMFORT SYSTEMS USA COM 199908104 43,284 -13,964 -24.39 1,914 -34.43 0.0234
2019-07-25 2019-06-30 13F COMFORT SYSTEMS USA COM 199908104 57,248 371 0.65 2,919 -2.05 0.0338
2019-04-29 2019-03-31 13F COMFORT SYSTEMS USA COM 199908104 56,877 -334 -0.58 2,980 19.25 0.0354
2019-01-28 2018-12-31 13F COMFORT SYSTEMS USA COM 199908104 57,211 3,182 5.89 2,499 -17.98 0.0322
2018-10-29 2018-09-30 13F COMFORT SYSTEMS USA COM 199908104 54,029 41 0.08 3,047 23.21 0.0288
2018-08-07 2018-06-30 13F COMFORT SYSTEMS USA COM 199908104 53,988 -4,624 -7.89 2,473 2.27 0.0249
2018-05-14 2018-03-31 13F COMFORT SYSTEMS USA COM 199908104 58,612 -3,800 -6.09 2,418 -11.23 0.0244
2018-02-09 2017-12-31 13F COMFORT SYSTEMS USA COM 199908104 62,412 43,110 223.34 2,724 295.36 0.0265
2017-11-14 2017-09-30 13F COMFORT SYSTEMS USA COM 199908104 19,302 -100 -0.52 689 -4.31 0.0082
2017-08-02 2017-06-30 13F COMFORT SYSTEMS USA COM 199908104 19,402 0 0.00 720 1.27 0.0100
2017-05-10 2017-03-31 13F COMFORT SYSTEMS USA COM 199908104 19,402 400 2.11 711 12.32 0.0100
2017-02-10 2016-12-31 13F COMFORT SYSTEMS USA COM 199908104 19,002 -200 -1.04 633 12.43 0.0093
2016-11-01 2016-09-30 13F COMFORT SYSTEMS USA COM 199908104 19,202 -100 -0.52 563 -10.49 0.0085
2016-08-15 2016-06-30 13F COMFORT SYSTEMS USA COM 199908104 19,302 100 0.52 629 3.11 0.0088
2016-05-16 2016-03-31 13F COMFORT SYSTEMS USA COM 199908104 19,202 600 3.23 610 15.31 0.0079
2016-02-12 2015-12-31 13F COMFORT SYSTEMS USA COM 199908104 18,602 600 3.33 529 7.74 0.0070
2015-11-20 2015-09-30 13F COMFORT SYSTEMS USA COM 199908104 18,002 -7,998 -30.76 491 10.34 0.0069
2015-02-11 2014-12-31 13F COMFORT SYSTEMS USA COM 199908104 26,000 -200 -0.76 445 25.35 0.0052
2014-11-21 2014-09-30 13F COMFORT SYSTEMS USA COM 199908104 26,200 -200 -0.76 355 -14.87 0.0044
2014-08-07 2014-06-30 13F COMFORT SYSTEMS USA COM 199908104 26,400 300 1.15 417 5.04 0.0050
2014-05-19 2014-03-31 13F COMFORT SYSTEMS USA COM 199908104 26,100 -3,600 -12.12 397 -30.96 0.0050
2014-02-05 2013-12-31 13F COMFORT SYSTEMS USA COM 199908104 29,700 -3,800 -11.34 575 2.13 0.0071
2013-11-01 2013-09-30 13F COMFORT SYSTEMS USA COM 199908104 33,500 900 2.76 563 15.84 0.0072
2013-09-17 2013-06-30 13F COMFORT SYSTEMS USA COM 199908104 32,600 -500 -1.51 486 4.29 0.0066
2013-09-17 2013-03-31 13F COMFORT SYSTEMS USA COM 199908104 33,100 33,100 466 0.0067
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.