Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionNisa Investment Advisors, Llc
Latest Disclosed Ownership12,298 shares
Latest Disclosed Value $ 16,958,819
Nisa Investment Advisors, Llc reports 0.52% increase in ownership of FIX / Comfort Systems USA, Inc.

On April 30, 2026 - Nisa Investment Advisors, Llc filed a 13F-HR form disclosing ownership of 12,298 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $16,958,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 12,234 shares of Comfort Systems USA, Inc.. This represents a change in shares of 0.52% 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)
2026-04-30 2026-03-31 13F COMFORT SYSTEMS USA COM 199908104 12,298 64 0.52 16,959 48.53 0.0543
2026-01-15 2025-12-31 13F COMFORT SYSTEMS USA COM 199908104 12,234 449 3.81 11,418 17.41 0.0377
2025-10-23 2025-09-30 13F COMFORT SYSTEMS USA COM 199908104 11,785 -4,204 -26.29 9,725 13.43 0.0375
2025-07-31 2025-06-30 13F COMFORT SYSTEMS USA COM 199908104 15,989 191 1.21 8,573 68.36 0.0387
2025-04-30 2025-03-31 13F COMFORT SYSTEMS USA COM 199908104 15,798 11 0.07 5,092 -23.93 0.0255
2025-01-17 2024-12-31 13F COMFORT SYSTEMS USA COM 199908104 15,787 -2,374 -13.07 6,695 -5.57 0.0260
2024-10-24 2024-09-30 13F COMFORT SYSTEMS USA COM 199908104 18,161 1,618 9.78 7,089 40.91 0.0420
2024-07-19 2024-06-30 13F COMFORT SYSTEMS USA COM 199908104 16,543 -2,589 -13.53 5,031 -17.23 0.0316
2024-05-02 2024-03-31 13F COMFORT SYSTEMS USA COM 199908104 19,132 -7,491 -28.14 6,078 11.01 0.0395
2024-01-25 2023-12-31 13F COMFORT SYSTEMS USA XXX 199908104 26,623 -100 -0.37 5,476 20.25 0.0388
2023-11-02 2023-09-30 13F COMFORT SYSTEMS USA XXX 199908104 26,723 -5,700 -17.58 4,554 -14.47 0.0347
2023-08-11 2023-06-30 13F COMFORT SYSTEMS USA COM 199908104 32,423 4,710 17.00 5,324 132,975.00 0.0390
2023-05-02 2023-03-31 13F COMFORT SYSTEMS USA COM 199908104 27,713 -110 -0.40 4 33.33 0.0317
2023-02-02 2022-12-31 13F COMFORT SYSTEMS USA COM 199908104 27,823 0 0.00 3 -99.89 0.0253
2022-11-07 2022-09-30 13F COMFORT SYSTEMS USA COM 199908104 27,823 23 0.08 2,737 18.38 0.0233
2022-08-03 2022-06-30 13F COMFORT SYSTEMS USA COM 199908104 27,800 -192 -0.69 2,312 -7.22 0.0202
2022-04-29 2022-03-31 13F COMFORT SYSTEMS USA COM 199908104 27,992 -78 -0.28 2,492 -1.11 0.0176
2022-02-03 2021-12-31 13F COMFORT SYSTEMS USA COM 199908104 28,070 0 0.00 2,520 25.87 0.0189
2021-10-18 2021-09-30 13F COMFORT SYSTEMS USA COM 199908104 28,070 0 0.00 2,002 -9.49 0.0121
2021-08-06 2021-06-30 13F COMFORT SYSTEMS USA COM 199908104 28,070 270 0.97 2,212 6.40 0.0138
2021-04-26 2021-03-31 13F COMFORT SYSTEMS USA COM 199908104 27,800 0 0.00 2,079 42.01 0.0132
2021-01-25 2020-12-31 13F COMFORT SYSTEMS USA COM 199908104 27,800 4,200 17.80 1,464 20.39 0.0094
2020-10-20 2020-09-30 13F COMFORT SYSTEMS USA COM 199908104 23,600 900 3.96 1,216 31.46 0.0098
2020-07-27 2020-06-30 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 925 11.45 0.0085
2020-04-17 2020-03-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 830 -26.68 0.0092
2020-01-17 2019-12-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 1,132 12.75 0.0097
2019-10-17 2019-09-30 13F COMFORT SYSTEMS USA COM 199908104 22,700 -3,000 -11.67 1,004 -23.36 0.0089
2019-07-12 2019-06-30 13F COMFORT SYSTEMS USA COM 199908104 25,700 3,000 13.22 1,310 10.18 0.0124
2019-04-17 2019-03-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 1,189 19.86 0.0116
2019-01-17 2018-12-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 992 -22.50 0.0110
2018-10-16 2018-09-30 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 1,280 23.08 0.0117
2018-07-18 2018-06-30 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 1,040 11.11 0.0107
2018-04-10 2018-03-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 936 -5.55 0.0098
2018-01-12 2017-12-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 991 22.35 0.0102
2017-10-13 2017-09-30 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 810 -3.80 0.0091
2017-07-18 2017-06-30 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 842 1.20 0.0099
2017-04-19 2017-03-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 832 10.05 0.0099
2017-01-24 2016-12-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 756 13.68 0.0092
2016-10-12 2016-09-30 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 665 -10.01 0.0086
2016-07-15 2016-06-30 13F COMFORT SYSTEMS USA COM 199908104 22,700 0 0.00 739 2.50 0.0099
2016-04-29 2016-03-31 13F COMFORT SYSTEMS USA COM 199908104 22,700 22,700 721 0.0104
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.