Net Worth Advisory Group EME — EMCOR GROUP INC

Ownership history in Net Worth Advisory Group  ·  4 quarters on record

AI Ownership Summary

Net Worth Advisory Group reported EMCOR GROUP INC (EME) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.21% in 2026 Q2. The latest visible filing shows EME at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Net Worth Advisory Group's position in EMCOR GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EME was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EME stock page Net Worth Advisory Group fund profile Net Worth Advisory Group full holdings
How Net Worth Advisory Group held EME — position size vs. price
% of Fund (quarterly)    EME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,025 +66 +6.9% 0.21% $850K 2026-07-14 $774.34
2026 Q1 ADDED — — — 959 +153 +19.0% 0.15% $708K 2026-05-05 $932.79
2025 Q4 ADDED — — — 806 +202 +33.4% 0.10% $493K 2026-01-14 $660.06
2025 Q3 INITIATED — — — 604 — — 0.11% $392K 2025-10-15 $689.53

🏢 Other funds also holding EME

As of 2026 Q2 — sorted by position size

KIRR MARBACH & CO LLC /IN/ 3Y 7Y 8.1% BARLOW WEALTH PARTNERS, LLC 2.66% WESPAC Advisors SoCal, LLC 3Y 7Y 2.12% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.7% PATTON FUND MANAGEMENT, INC. 3Y 0.82% Arbejdsmarkedets Tillaegspension 0.6% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.54% BAM Wealth Management, LLC 0.51% Impact Capital Partners LLC 0.41% MANCHESTER FINANCIAL INC 3Y 7Y 0.37%

FAQ About Net Worth Advisory Group and EME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Net Worth Advisory Group reported owning EME?

Net Worth Advisory Group reported EME across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported EME position in Net Worth Advisory Group's portfolio?

The largest reported portfolio weight for EME was 0.21% in 2026 Q2.

What is the latest reported EME position on this page?

The most recent filing on this page is 2026 Q2, when Net Worth Advisory Group reported 1,025 shares, equal to 0.21% of portfolio, with an estimated market value of $850K.

What does the chart on this EME ownership page compare?

The chart compares Net Worth Advisory Group's quarterly EME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Net Worth Advisory Group time their EME position?

Based on 13F filing dates vs. subsequent EME price moves, Net Worth Advisory Group correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EME relative to SPY over the holding period was -2.0%.

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