Position in EME
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$22,149
+$3,796 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EME Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $31,516 across 2 Engineering & Construction names. EME ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
This page
|
30 | $22,149 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
23 | $9,367 |
All Filings in EME
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,149 | 30 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,353 | 30 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,486 | 30 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $16,046 | 30 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,088 | 30 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||