$FIX is held by 24 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.64%, with an average of 0.39% of portfolio. Largest holder: Blue Grotto Capital, LLC at 5.64%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
COMFORT SYS USA INC
13F holders
1,165
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,165 · Source: 13F-HR01
Deutsche Bank AG
—
—
02
Axa S.a.
—
—
03
State Street
—
—
04
Renaissancere Holdings Ltd.
—
—
05
Litman Gregory Wealth Management LLC
—
—
06
Solus Alternative Asset Management LP
—
—
07
Albert D Mason Inc.
—
—
08
ProShare Advisors LLC
—
—
09
Athos Capital Ltd
—
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10
Poplar Forest Capital LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
24 holders · Q1 202601
Blue Grotto Capital, LLC
5.64% held
α +12.7pts
02
Hel Ved Capital Management Ltd
1.22% NEW
α +36.9pts
03
Triasima Portfolio Management inc.
0.97% held
α +15.7pts
04
TABR Capital Management, LLC
0.30% NEW
α +13.6pts
05
Eventide Asset Management, LLC
0.20% NEW
α +22.5pts
06
New Age Alpha Advisors, LLC
0.16% NEW
α +10.8pts
07
Impact Partnership Wealth, LLC
0.13% NEW
α +10.3pts
08
Venture Visionary Partners LLC
0.10% NEW
α +10.3pts
09
Banco Santander, S.A.
0.08% held
α +12.6pts
10
RFG Advisory, LLC
0.07% held
α +16.2pts
11
Quarry LP
0.07% held
α +10.6pts
12
Nisa Investment Advisors, LLC
0.06% held
α +16.6pts
13
Narus Financial Partners, LLC
0.06% held
α +11.1pts
14
Knightsbridge Asset Management, LLC
0.04% held
α +24.2pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04% held
α +27.5pts
16
Fulton Bank, N.a.
0.03% held
α +23.8pts
17
Voloridge Investment Management, LLC
0.03% held
α +15.5pts
18
Citigroup Inc.
0.02% held
α +26.3pts
19
Fiduciary Alliance LLC
0.01% held
α +16.8pts
20
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
21
Principal Securities, Inc.
0.01% held
α +21.3pts
22
Wellington Management Group LLP
0.00% held
α +10.5pts
23
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
24
Erste Asset Management GmbH
0.00% held
α +33.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
29 transactions · 13 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
3 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $FIX lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $FIX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:32 UTC.