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Capital Investment Advisors’s Emcor EME Stock Holding History

Capital 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 		$1.02M Buy
1,382
+3
+0.2% +$2.18K 0.01% 338
2025
Q4 		$844K Buy
1,379
+716
+108% +$464K 0.01% 372
2025
Q3 		$430K Buy
+663
New +$402K 0.01% 503

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

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

Capital Investment Advisors increased its Emcor (EME) stake by 0.22% in Q1 2026, buying an estimated $2.18K and bringing the position to 1,382 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #338.

Capital 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.

  • Capital Investment Advisors held 1,382 shares of Emcor worth $1.02M as of Q1 2026.
  • Capital Investment Advisors bought 3 Emcor shares in Q1 2026, an estimated $2.18K.
  • Emcor made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #338 holding.
  • Capital 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 Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.