Valeo Financial Advisors, LLC

Position in EME — EMCOR Group, Inc.

CIK 1722641 CARMEL, IN

Position in EME

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$237,345

-$6,297 QoQ

Shares Held

286

-13.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#980

of 1,229 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $5,605,807 across 5 Engineering & Construction names. EME ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	2,651	$1,908,826
2	STRL	Sterling Infrastructure, Inc.	2,250	$1,888,560
3	AGX	Argan Inc	1,337	$1,067,661
4	FIX	Comfort Systems USA Inc	254	$503,415
5	EME	EMCOR Group, Inc. This page	286	$237,345

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,345	286	-13.3%	Shares	Sole	2026-07-08
2026-03-31	$243,642	330	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.