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Emcor shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Emcor (EME) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Emcor

Tip: Access up to 7 years of quarterly data

All positions including Emcor held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Emcor by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 72k 350.21
2023-12-31 $15M 71k 215.43
2023-09-30 $15M 69k 210.39
2023-06-30 $13M 68k 184.78
2023-03-31 $11M 68k 162.59
2022-12-31 $9.1M 61k 148.11

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Emcor

Vanguard Group
Dimensional Fund Advisors
Norges Bank Investment Management
Lord, Abbett & Co
Wells Fargo & Company
Bank of New York Mellon
Congress Asset Management
Allspring Global Investments Holdings
TimesSquare Capital Management
AQR Capital Management
Charles Schwab Investment Management
Thomas Stevens, CFA"
Pacer Advisors
Jpmorgan Chase & Co
Millennium Management

View all funds holding Emcor