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Emcor shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Emcor (EME) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Emcor

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All positions including Emcor held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Emcor by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 241 829.88

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Emcor

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Geode Capital Management
AQR Capital Management
First Trust Advisors
Kayne Anderson Rudnick Investment Management
Victory Capital Management
Invesco
Goldman Sachs Group
Morgan Stanley
Norges Bank Investment Management
Bank Of Montreal

View all funds holding Emcor