Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionAxxcess Wealth Management, Llc
Latest Disclosed Ownership588 shares
Latest Disclosed Value $ 810,875
Axxcess Wealth Management, Llc reports 8.09% increase in ownership of FIX / Comfort Systems USA, Inc.

On April 29, 2026 - Axxcess Wealth Management, Llc filed a 13F-HR form disclosing ownership of 588 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $810,875 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 19, 2026 disclosing 544 shares of Comfort Systems USA, Inc.. This represents a change in shares of 8.09% 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)
2026-04-29 2026-03-31 13F COMFORT SYS USA COM 199908104 588 44 8.09 811 59.76 0.0260
2026-02-19 2025-12-31 13F/A-1 COMFORT SYS USA COM 199908104 544 18 3.42 508 16.82 0.0088
2026-02-06 2025-12-31 13F COMFORT SYS USA COM 199908104 544 18 508 0.0020
2025-11-07 2025-09-30 13F COMFORT SYS USA COM 199908104 526 526 434 0.0092
2025-07-28 2025-06-30 13F COMFORT SYS USA COM 199908104 0 -3,003 -100.00 0 -100.00
2025-04-30 2025-03-31 13F COMFORT SYS USA COM 199908104 3,003 495 19.74 968 -9.03 0.0257
2025-02-10 2024-12-31 13F COMFORT SYS USA COM 199908104 2,508 288 12.97 1,064 22.75 0.0255
2024-11-04 2024-09-30 13F COMFORT SYS USA COM 199908104 2,220 287 14.85 867 47.53 0.0213
2024-08-09 2024-06-30 13F COMFORT SYS USA COM 199908104 1,933 1,283 197.38 588 184.95 0.0156
2024-05-14 2024-03-31 13F COMFORT SYS USA COM 199908104 650 650 206 0.0057
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.