Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership652 shares
Latest Disclosed Value $ 899,101
IFP Advisors, Inc reports 8.94% decrease in ownership of FIX / Comfort Systems USA, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 652 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $899,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 716 shares of Comfort Systems USA, Inc.. This represents a change in shares of -8.94% 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)
2026-04-13 2026-03-31 13F COMFORT SYS USA cs 199908104 652 -64 -8.94 899 34.58 0.0186
2026-02-06 2025-12-31 13F COMFORT SYS USA cs 199908104 716 89 14.19 668 29.21 0.0150
2026-02-06 2025-09-30 13F/A-1 COMFORT SYS USA cs 199908104 627 152 32.00 517 103.54 0.0134
2025-12-02 2025-09-30 13F COMFORT SYS USA cs 199908104 627 152 519 0.0134
2025-07-24 2025-06-30 13F COMFORT SYS US A cs 199908104 475 38 8.70 255 81.43 0.0072
2025-05-05 2025-03-31 13F COMFORT SYS USA cs 199908104 437 267 157.06 141 94.44 0.0043
2025-02-04 2024-12-31 13F COMFORT SYS USA cs 199908104 170 23 15.65 72 26.32 0.0024
2025-02-04 2024-09-30 13F COMFORT SYS USA cs 199908104 147 -58 -28.29 57 -8.06 0.0021
2024-07-30 2024-06-30 13F COMFORT SYS USA cs 199908104 205 173 540.62 62 520.00 0.0025
2024-07-30 2024-03-31 13F COMFORT SYS USA cs 199908104 32 -20 -38.46 10 0.00 0.0004
2024-01-09 2023-12-31 13F COMFORT SYS USA cs 199908104 52 26 100.00 11 150.00 0.0005
2023-10-12 2023-09-30 13F COMFORT SYS USA cs 199908104 26 -82 -75.93 4 -76.47 0.0002
2023-08-14 2023-06-30 13F/A-1 COMFORT SYS USA cs 199908104 108 61 129.79 18 750.00 0.0007
2023-08-04 2023-06-30 13F COMFORT SYS USA cs 199908104 108 61 5 0.0002
2023-04-18 2023-03-31 13F COMFORT SYS USA cs 199908104 47 -70 -59.83 2 0.0001
2023-02-07 2022-12-31 13F COMFORT SYS USA cs 199908104 117 -10 -7.87 0 -100.00 0.0002
2022-11-08 2022-09-30 13F COMFORT SYS USA cs 199908104 127 80 170.21 6 200.00 0.0002
2022-09-06 2022-06-30 13F/A-1 COMFORT SYS USA cs 199908104 47 0 0.00 2 0.00 0.0001
2022-09-06 2022-03-31 13F/A-1 COMFORT SYS USA cs 199908104 47 0 0.00 2 -60.00 0.0001
2022-08-08 2022-03-31 13F COMFORT SYS USA INC COM Stock 199908104 47 0 2 0.0000
2022-01-12 2021-12-31 13F COMFORT SYS USA INC COM Stock 199908104 47 0 0.00 5 66.67 0.0001
2021-10-06 2021-09-30 13F COMFORT SYS USA INC COM Stock 199908104 47 0 0.00 3 -25.00 0.0001
2021-07-13 2021-06-30 13F COMFORT SYS USA INC COM Stock 199908104 47 -38 -44.71 4 -33.33 0.0001
2021-04-30 2021-03-31 13F COMFORT SYS USA INC COM Stock 199908104 85 -38 -30.89 6 0.00 0.0001
2021-01-25 2020-12-31 13F COMFORT SYS USA INC COM Stock 199908104 123 -48 -28.07 6 -33.33 0.0002
2020-10-29 2020-09-30 13F COMFORT SYS USA INC COM Stock 199908104 171 43 33.59 9 80.00 0.0005
2020-08-05 2020-06-30 13F COMFORT SYS USA INC COM Stock 199908104 128 9 7.56 5 0.00 0.0004
2020-05-12 2020-03-31 13F COMFORT SYS USA INC COM Stock 199908104 119 58 95.08 5 66.67 0.0005
2020-01-17 2019-12-31 13F COMFORT SYS USA INC COM Stock 199908104 61 -8 -11.59 3 0.00 0.0002
2019-11-07 2019-09-30 13F COMFORT SYS USA INC COM Stock 199908104 69 69 3 0.0002
2019-05-15 2019-03-31 13F COMFORT SYS USA INC COM Stock 199908104 0 -91 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 COMFORT SYS USA INC COM Stock 199908104 91 -100 -52.36 4 -63.64 0.0002
2019-01-23 2018-12-31 13F COMFORT SYS USA INC COM Stock 199908104 91 -100 4 0.0002
2019-06-03 2018-09-30 13F/A-9 COMFORT SYS USA INC COM Stock 199908104 191 -9 -4.50 11 22.22 0.0004
2018-10-25 2018-09-30 13F COMFORT SYS USA INC COM Stock 199908104 191 -9 11 0.0004
2019-06-03 2018-06-30 13F/A-8 COMFORT SYS USA INC COM Stock 199908104 200 -107 -34.85 9 -30.77 0.0004
2018-08-07 2018-06-30 13F COMFORT SYS USA INC COM Stock 199908104 200 -107 9
2019-06-03 2018-03-31 13F/A-7 COMFORT SYS USA INC COM Stock 199908104 307 0 0.00 13 0.00 0.0006
2018-05-09 2018-03-31 13F COMFORT SYS USA INC COM Stock 199908104 307 0 13
2019-06-03 2017-12-31 13F/A-6 COMFORT SYS USA INC COM Stock 199908104 307 0 0.00 13 18.18 0.0006
2018-01-24 2017-12-31 13F COMFORT SYS USA INC COM Stock 199908104 307 0 13
2017-10-30 2017-09-30 13F COMFORT SYS USA INC COM Stock 199908104 307 7 2.33 11 0.00 0.0004
2019-06-03 2017-06-30 13F/A-5 COMFORT SYS USA INC COM Stock 199908104 300 68 29.31 11 22.22 0.0005
2017-07-31 2017-06-30 13F COMFORT SYS USA INC COM Stock 199908104 300 68 11
2019-06-03 2017-03-31 13F/A-4 COMFORT SYS USA INC COM Stock 199908104 232 -106 -31.36 9 -18.18 0.0004
2017-04-26 2017-03-31 13F COMFORT SYS USA INC COM Stock 199908104 232 -106 9
2019-06-03 2016-12-31 13F/A-3 COMFORT SYS USA INC COM Stock 199908104 338 21 6.62 11 22.22 0.0005
2017-02-14 2016-12-31 13F COMFORT SYS USA INC COM Stock 199908104 338 21 11
2016-11-04 2016-09-30 13F COMFORT SYS USA INC COM Stock 199908104 317 79 33.19 9 12.50 0.0005
2019-06-03 2016-06-30 13F/A-2 COMFORT SYS USA INC COM Stock 199908104 238 -14 -5.56 8 0.00 0.0004
2016-08-22 2016-06-30 13F COMFORT SYS USA INC COM Stock 199908104 238 -14 8
2016-05-02 2016-03-31 13F COMFORT SYS USA INC COM Stock 199908104 252 0 0.00 8 14.29 0.0005
2016-02-11 2015-12-31 13F COMFORT SYS USA INC COM Stock 199908104 252 252 7 0.0005
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.