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Emcor shares owned by Keener Financial Planning

Quarter-by-quarter ownership of Emcor (EME) shares owned by Keener Financial Planning from 13F filings

Historical chart of Keener Financial Planning investment in Emcor

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All positions including Emcor held by Keener Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Emcor by Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 30 633.33
2025-06-30 $16k 30 533.33
2025-03-31 $11k 30 366.67

More positions owned by Keener Financial Planning

Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Keener Financial Planning

Top funds holding Emcor

Vanguard Group
BlackRock
FMR
State Street Corporation
Geode Capital Management
Victory Capital Management
Kayne Anderson Rudnick Investment Management
Select Equity
Invesco
AQR Capital Management
Morgan Stanley
First Trust Advisors
Allspring Global Investments Holdings
Northern Trust
Qube Research & Technologies

View all funds holding Emcor