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Emcor shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Emcor

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

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Quarterly reported holdings in Emcor by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $184k 283 649.54
2025-06-30 $151k 282 534.89
2025-03-31 $102k 277 369.63
2024-12-31 $126k 277 453.90

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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