Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership2,101 shares
Latest Disclosed Value $ 2,897,412
Apollon Wealth Management, LLC reports 24.39% increase in ownership of FIX / Comfort Systems USA, Inc.

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,101 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $2,897,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,689 shares of Comfort Systems USA, Inc.. This represents a change in shares of 24.39% 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)
2026-04-22 2026-03-31 13F COMFORT SYS USA COM 199908104 2,101 412 24.39 2,897 83.82 0.0471
2026-01-22 2025-12-31 13F COMFORT SYS USA COM 199908104 1,689 252 17.54 1,576 33.00 0.0273
2025-10-17 2025-09-30 13F COMFORT SYS USA COM 199908104 1,437 -120 -7.71 1,186 42.09 0.0211
2025-07-25 2025-06-30 13F COMFORT SYS USA COM 199908104 1,557 765 96.59 835 227.06 0.0165
2025-05-02 2025-03-31 13F COMFORT SYS USA COM 199908104 792 56 7.61 255 -18.27 0.0056
2025-01-28 2024-12-31 13F COMFORT SYS USA COM 199908104 736 -943 -56.16 312 -52.37 0.0072
2024-11-05 2024-09-30 13F COMFORT SYS USA COM 199908104 1,679 1,679 655 0.0185
2024-07-19 2024-06-30 13F COMFORT SYS USA COM 199908104 0 -1,062 -100.00 0 -100.00
2024-05-02 2024-03-31 13F COMFORT SYS USA COM 199908104 1,062 -93 -8.05 337 42.19 0.0106
2024-02-06 2023-12-31 13F COMFORT SYS USA COM 199908104 1,155 -452 -28.13 238 -13.19 0.0082
2023-11-14 2023-09-30 13F COMFORT SYS USA COM 199908104 1,607 108 7.20 274 10.98 0.0137
2023-08-04 2023-06-30 13F COMFORT SYS USA COM 199908104 1,499 1,499 246 0.0119
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.