SPL
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Superior Planning, LLC’s Emcor EME Stock Holding History

Superior Planning, LLC’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$457K Buy
+606
New +$467K 0.19% 108

Other funds holding EME

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Superior Planning, LLC's EME Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Emcor (EME) in Q3 2026: 606 shares worth $457K. The stake represents 0.19% of the portfolio and ranks #108 among its holdings.

854 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Superior Planning, LLC held 606 shares of Emcor worth $457K as of Q3 2026.
  • Emcor was a new Superior Planning, LLC position in Q3 2026.
  • Emcor made up 0.19% of Superior Planning, LLC's portfolio in Q3 2026, its #108 holding.
  • 854 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.