Synergy Investment Management, LLC
Position in EME — EMCOR Group, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in EME
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,983
+$4,115 QoQ
Shares Held
53
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,085
of 1,231 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $227,219 across 6 Engineering & Construction names. EME ranks #2 (19.4% of the industry book) .
All Filings in EME
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,983 | 53 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,868 | 54 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $19,590 | 53 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $24,510 | 54 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||