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CreativeOne Wealth, LLC

Position in EME — EMCOR Group, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in EME

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,325,329
+$963,476 QoQ
Shares Held
4,007
+25.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#401
of 1,229 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EME Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $9,681,245 across 8 Engineering & Construction names. EME ranks #1 (34.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EME
EMCOR Group, Inc.
This page
4,007 $3,325,329

All Filings in EME

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,325,329 4,007
2026-03-31 $2,361,853 3,199
2025-12-31 $1,558,840 2,548
2025-09-30 $1,602,414 2,467
2025-06-30 $1,126,477 2,106
2025-03-31 $869,369 2,352
2024-12-31 $979,061 2,157
2024-09-30 $625,990 1,454
2024-06-30 $530,095 1,452
2024-03-31 $329,888 942