Root Financial Partners, LLC

Position in EME — EMCOR Group, Inc.

CIK 1977181 ENCINITAS, CA

Position in EME

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$351,039

+$83,033 QoQ

Shares Held

423

+16.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#859

of 1,231 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,404,257 across 3 Engineering & Construction names. EME ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	381	$755,122
2	EME	EMCOR Group, Inc. This page	423	$351,039
3	PWR	Quanta Services, Inc.	414	$298,096

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,039	423	+16.5%	Shares	Sole	2026-07-29
2026-03-31	$268,006	363	+132.7%	Shares	Sole	2026-04-24
2025-12-31	$95,439	156	-8.8%	Shares	Sole	2026-02-10
2025-09-30	$111,071	171	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.