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Optimize Financial Inc

Position in EME — EMCOR Group, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in EME

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$366,940
+$55,539 QoQ
Shares Held
497
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026

Optimize Financial Inc holds $2,840,992 across 8 Engineering & Construction names. EME ranks #3 (12.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EME
EMCOR Group, Inc.
This page
497 $366,940

All Filings in EME

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $366,940 497
2025-12-31 $311,401 509
2025-09-30 $328,017 505
2025-06-30 $306,491 573
2025-03-31 $213,276 577
2024-12-31 $265,077 584