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Cape Investment Advisory’s Emcor EME Stock Holding History

Cape Investment Advisory’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
Q2 		$12.4K Buy
+15
New +$12.7K ﹤0.01% 813
2026
Q1 		– Sell
-15
Closed -$9.18K – 481
2025
Q4 		$9.18K Buy
15
+7
+88% +$4.53K ﹤0.01% 773
2025
Q3 		$5.2K Hold
8
– – 0.01% 509
2025
Q2 		$4.28K Buy
+8
New +$3.53K ﹤0.01% 798

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cape Investment Advisory's EME Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Emcor (EME) in Q2 2026: 15 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EME as recently as Q4 2025.

Cape Investment Advisory first reported a position in EME in Q2 2025 and has held it in 4 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Cape Investment Advisory held 15 shares of Emcor worth $12.4K as of Q2 2026.
  • Emcor was a new Cape Investment Advisory position in Q2 2026.
  • Emcor made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #813 holding.
  • Cape Investment Advisory first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.