waypoint wealth counsel

Position in EME — EMCOR Group, Inc.

CIK 1807909 ATLANTA, GA

Position in EME

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

Position Value

$253,943

-$189,042 QoQ

Shares Held

306

-49.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#954

of 1,231 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

waypoint wealth counsel holds $1,255,055 across 3 Engineering & Construction names. EME ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	380	$753,141
2	EME	EMCOR Group, Inc. This page	306	$253,943
3	MTZ	Mastec Inc	596	$247,971

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,943	306	-49.0%	Shares	Sole	2026-08-04
2026-03-31	$442,985	600	0.0%	Shares	Other	2026-04-23
2025-12-31	$367,073	600	+8.9%	Shares	Sole	2026-01-28
2025-09-30	$357,896	551	+9.1%	Shares	Sole	2025-10-20
2025-06-30	$270,118	505	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.