Valeo Financial Advisors’s Emcor EME Stock Holding History

Valeo Financial 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 Q3	$248K	Buy	329 +43	+15%	+$33.2K	0.01%	695
2026 Q2	$237K	Sell	286 -44	-13%	-$37.2K	0.01%	702
2026 Q1	$244K	Buy	+330	New	+$240K	0.01%	627
2018 Q4	–	Sell	-37	Closed	-$3K	–	1558
2018 Q3	$3K	Buy	+37	New	+$2.85K	﹤0.01%	1341
2018 Q2	–	Sell	-169	Closed	-$13K	–	1654
2018 Q1	$13K	Buy	169 +129	+323%	+$10.2K	﹤0.01%	854
2017 Q4	$3K	Buy	+40	New	+$3.1K	﹤0.01%	1108

Other funds holding EME

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's EME Position: Q3 2026 in Review

Valeo Financial Advisors increased its Emcor (EME) stake by 15% in Q3 2026, buying an estimated $33.2K and bringing the position to 329 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #695.

Valeo Financial Advisors first reported a position in EME in Q4 2017 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold EME as of Q3 2026.

Valeo Financial Advisors held 329 shares of Emcor worth $248K as of Q3 2026.
Valeo Financial Advisors bought 43 Emcor shares in Q3 2026, an estimated $33.2K.
Emcor made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #695 holding.
Valeo Financial Advisors first reported a position in Emcor in Q4 2017 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.