WILLNER & HELLER, LLC EME EMCOR GROUP INC

Ownership history in WILLNER & HELLER, LLC  ·  5 quarters on record

AI Ownership Summary

WILLNER & HELLER, LLC reported EMCOR GROUP INC (EME) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.32% in 2026 Q2. The latest visible filing shows EME at 0.32% 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 WILLNER & HELLER, LLC'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 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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 Q2 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.

How WILLNER & HELLER, LLC 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 609 +155 +34.1% 0.32% $506K 2026-07-07 $768.38
2026 Q1 UNCHANGED 454 0% 0.25% $335K 2026-04-17 $806.05
2025 Q4 UNCHANGED 454 0% 0.20% $278K 2026-01-12 $659.93
2025 Q3 UNCHANGED 454 0% 0.23% $295K 2025-10-16 $686.47
2025 Q2 INITIATED 454 0.20% $243K 2025-07-22 $558.16

FAQ About WILLNER & HELLER, LLC and EME

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

How long has WILLNER & HELLER, LLC reported owning EME?

WILLNER & HELLER, LLC reported EME across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported EME position in WILLNER & HELLER, LLC's portfolio?

The largest reported portfolio weight for EME was 0.32% in 2026 Q2.

What is the latest reported EME position on this page?

The most recent filing on this page is 2026 Q2, when WILLNER & HELLER, LLC reported 609 shares, equal to 0.32% of portfolio, with an estimated market value of $506K.

What does the chart on this EME ownership page compare?

The chart compares WILLNER & HELLER, LLC'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.

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