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Caerus Investment Advisors’s Emcor EME Stock Holding History

Caerus Investment Advisors’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
Q1 		$427K Buy
578
+111
+24% +$80.8K 0.18% 114
2025
Q4 		$286K Sell
467
-147
-24% -$95.2K 0.09% 233
2025
Q3 		$399K Buy
+614
New +$372K 0.16% 150

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caerus Investment Advisors's EME Position: Q1 2026 in Review

Caerus Investment Advisors increased its Emcor (EME) stake by 24% in Q1 2026, buying an estimated $80.8K and bringing the position to 578 shares worth $427K. The position accounts for 0.18% of the portfolio, ranked #114.

Caerus Investment Advisors first reported a position in EME in Q3 2025 and has held it in 3 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Caerus Investment Advisors held 578 shares of Emcor worth $427K as of Q1 2026.
  • Caerus Investment Advisors bought 111 Emcor shares in Q1 2026, an estimated $80.8K.
  • Emcor made up 0.18% of Caerus Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • Caerus Investment Advisors first reported a position in Emcor in Q3 2025 and has held it in 3 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.