EMCOR 그룹, Inc.
US ˙ NYSE ˙ US29084Q1004

SecurityEME / EMCOR Group, Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership1,110 shares
Latest Disclosed Value $ 819,814
Mutual Advisors, LLC reports 32.46% increase in ownership of EME / EMCOR Group, Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 1,110 shares of EMCOR Group, Inc. (US:EME) valued at $819,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 838 shares of EMCOR Group, Inc.. This represents a change in shares of 32.46% during the quarter. The current value of the position is $938,427 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F EMCOR GROUP COM 29084Q100 1,110 272 32.46 820 59.96 0.0175
2026-02-02 2025-12-31 13F EMCOR GROUP COM 29084Q100 838 0 0.00 513 -12.18 0.0110
2025-11-04 2025-09-30 13F EMCOR GROUP COM 29084Q100 838 -87 -9.41 584 -0.68 0.0129
2025-07-28 2025-06-30 13F EMCOR GROUP COM 29084Q100 925 -182 -16.44 588 29.30 0.0147
2025-04-28 2025-03-31 13F EMCOR GROUP COM 29084Q100 1,107 198 21.78 454 -2.16 0.0130
2025-01-17 2024-12-31 13F EMCOR GROUP COM 29084Q100 909 112 14.05 464 30.70 0.0134
2024-10-25 2024-09-30 13F EMCOR GROUP COM 29084Q100 797 95 13.53 355 39.76 0.0104
2024-07-30 2024-06-30 13F EMCOR GROUP COM 29084Q100 702 -111 -13.65 255 -10.56 0.0077
2024-05-02 2024-03-31 13F EMCOR GROUP COM 29084Q100 813 813 285 0.0091
2023-11-13 2023-09-30 13F EMCOR GROUP COM 29084Q100 0 -1,350 -100.00 0 -100.00
2023-07-31 2023-06-30 13F EMCOR GROUP COM 29084Q100 1,350 59 4.57 249 19.14 0.0095
2023-04-11 2023-03-31 13F EMCOR GROUP COM 29084Q100 1,291 1,291 210 0.0086
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.