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Davidson Capital Management’s Emcor EME Stock Holding History

Davidson Capital Management’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 		$6.62M Buy
7,976
+96
+1% +$81.2K 1.06% 20
2026
Q1 		$5.82M Buy
7,880
+1,705
+28% +$1.24M 1.05% 19
2025
Q4 		$3.78M Buy
6,175
+174
+3% +$113K 0.82% 31
2025
Q3 		$3.9M Sell
6,001
-54
-0.9% -$32.8K 0.87% 27
2025
Q2 		$3.24M Buy
+6,055
New +$2.67M 0.78% 36

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Davidson Capital Management's EME Position: Q2 2026 in Review

Davidson Capital Management increased its Emcor (EME) stake by 1.2% in Q2 2026, buying an estimated $81.2K and bringing the position to 7,976 shares worth $6.62M. The position accounts for 1.06% of the portfolio, ranked #20.

Davidson Capital Management first reported a position in EME in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Davidson Capital Management held 7,976 shares of Emcor worth $6.62M as of Q2 2026.
  • Davidson Capital Management bought 96 Emcor shares in Q2 2026, an estimated $81.2K.
  • Emcor made up 1.06% of Davidson Capital Management's portfolio in Q2 2026, its #20 holding.
  • Davidson Capital Management first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.