Rothwell Investment Advisors, LLC’s Emcor EME Stock Holding History

Rothwell Investment Advisors, 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	$350K	Buy	+464	New	+$358K	0.19%	109

Other funds holding EME

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Rothwell Investment Advisors, LLC's EME Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Emcor (EME) in Q3 2026: 464 shares worth $350K. The stake represents 0.19% of the portfolio and ranks #109 among its holdings.

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

Rothwell Investment Advisors, LLC held 464 shares of Emcor worth $350K as of Q3 2026.
Emcor was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Emcor made up 0.19% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #109 holding.
636 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.