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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FIX holding history

Comfort Systems USA Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FIX overviewAll 13F holders of FIXFull Q2 2026 holdings

Shares (Q2 2026)
34,488
Value
$68.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FIX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,488$68.4M<0.1%+2,144+6.6%AddedHolders
Q1 202632,344$44.6M<0.1%+5,958+22.6%AddedHolders
Q4 202526,386$24.6M<0.1%+4,872+22.6%AddedHolders
Q3 202521,514$17.8M<0.1%+4,092+23.5%AddedHolders
Q2 202517,422$9.34M<0.1%+2,365+15.7%AddedHolders
Q1 202515,057$4.85M<0.1%+1,506+11.1%AddedHolders
Q4 202413,551$5.75M<0.1%+884+7.0%AddedHolders
Q3 202412,667$4.94M<0.1%−1,603−11.2%ReducedHolders
Q2 202414,270$4.34M<0.1%+1,318+10.2%AddedHolders
Q1 202412,952$4.12M<0.1%+1,744+15.6%AddedHolders
Q4 202311,208$2.31M<0.1%+1,736+18.3%AddedHolders
Q3 20239,472$1.61M<0.1%+865+10.0%AddedHolders
Q2 20238,607$1.41M<0.1%+1,027+13.5%AddedHolders
Q1 20237,580$1.11M<0.1%+1,224+19.3%AddedHolders
Q4 20226,356$731.5K<0.1%+1,345+26.8%AddedHolders
Q3 20225,011$488.0K<0.1%−1,454−22.5%ReducedHolders
Q2 20226,465$538.0K<0.1%+27+0.4%AddedHolders
Q1 20226,438$573.0K<0.1%+461+7.7%AddedHolders
Q4 20215,977$591.0K<0.1%−410−6.4%ReducedHolders
Q3 20216,387$456.0K<0.1%−10.0%ReducedHolders
Q2 20216,388$503.0K<0.1%−233−3.5%ReducedHolders
Q1 20216,621$495.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.