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Emcor shares owned by Optimize Financial

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

Historical chart of Optimize Financial investment in Emcor

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

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Quarterly reported holdings in Emcor by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 505 649.54
2025-06-30 $307k 573 534.89
2025-03-31 $213k 577 369.63