PFG Advisors EME — EMCOR GROUP INC

Ownership history in PFG Advisors  ·  8 quarters on record

AI Ownership Summary

PFG Advisors reported EMCOR GROUP INC (EME) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.37% in 2025 Q3. The latest visible filing shows EME at 0.35% 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 PFG Advisors'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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q3

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

Time in book
Holding Window
2024 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 PFG Advisors fund profile PFG Advisors full holdings
How PFG Advisors 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,425 +14 +0.2% 0.35% $7.0M 2026-07-16 $750.04
2026 Q1 ADDED — — — 8,411 +187 +2.3% 0.30% $6.2M 2026-05-05 $932.79
2025 Q4 REDUCED 40.8% +20.8% ❌ 8,224 -5,672 -40.8% 0.24% $5.0M 2026-01-27 $715.55
2025 Q3 ADDED — — — 13,896 +1,111 +8.7% 0.37% $9.0M 2025-11-13 $617.96
2025 Q2 ADDED — — — 12,785 +2,791 +27.9% 0.32% $6.8M 2025-08-07 $616.29
2025 Q1 ADDED — — — 9,994 +8,401 +527.4% 0.21% $3.7M 2025-05-06 $432.02
2024 Q4 ADDED — — — 1,593 +207 +14.9% 0.04% $723K 2025-02-07 $460.33
2024 Q3 INITIATED — — — 1,386 — — 0.04% $597K 2024-10-15 $443.32

🏢 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% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.54% BAM Wealth Management, LLC 0.51% Impact Capital Partners LLC 0.41% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.36% Cambridge Advisors Inc. 3Y 7Y 0.34%

FAQ About PFG Advisors and EME

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

How long has PFG Advisors reported owning EME?

PFG Advisors reported EME across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported EME position in PFG Advisors's portfolio?

The largest reported portfolio weight for EME was 0.37% in 2025 Q3.

What is the latest reported EME position on this page?

The most recent filing on this page is 2026 Q2, when PFG Advisors reported 8,425 shares, equal to 0.35% of portfolio, with an estimated market value of $7.0M.

What does the chart on this EME ownership page compare?

The chart compares PFG Advisors'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 PFG Advisors time their EME position?

Based on 13F filing dates vs. subsequent EME price moves, PFG Advisors correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on EME relative to SPY over the holding period was +15.2%.

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