EXENCIAL WEALTH ADVISORS, LLC

Position in EME — EMCOR Group, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in EME

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$242,165

+$31,715 QoQ

Shares Held

328

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $2,438,325 across 3 Engineering & Construction names. EME ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	3,219	$1,767,295
2	FIX	Comfort Systems USA Inc	311	$428,865
3	EME	EMCOR Group, Inc. This page	328	$242,165

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$242,165	328	+1.2%	Shares	Sole	2026-04-28
2025-09-30	$210,450	324	—	Shares	Sole	2025-10-27
No filing history on record for this holder in this stock.