POLEN CAPITAL MANAGEMENT LLC

Position in EME — EMCOR Group, Inc.

CIK 1034524 Boca Raton, FL

Position in EME

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$85,579,715

New position

Shares Held

103,123

first reported quarter

Ownership

0.234%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#75

of 1,231 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $109,973,044 across 5 Engineering & Construction names. EME ranks #1 (77.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EME	EMCOR Group, Inc. This page	103,123	$85,579,715
2	IESC	IES Holdings, Inc.	14,550	$10,689,303
3	AGX	Argan Inc	10,214	$8,156,389
4	CDNL	Cardinal Infrastructure Group Inc.	30,787	$2,900,135
5	ROAD	Construction Partners, Inc.	22,291	$2,647,502

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,579,715	103,123	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.