EMCOR Group, Inc.
US ˙ NYSE ˙ US29084Q1004

SecurityEME / EMCOR Group, Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership2,700 shares
Latest Disclosed Value $ 1,993,674
Level Four Advisory Services, Llc reports 1.85% decrease in ownership of EME / EMCOR Group, Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 2,700 shares of EMCOR Group, Inc. (US:EME) valued at $1,993,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,751 shares of EMCOR Group, Inc.. This represents a change in shares of -1.85% during the quarter. The current value of the position is $2,266,758 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)
2026-05-14 2026-03-31 13F EMCOR GROUP COM 29084Q100 2,700 -51 -1.85 1,994 18.42 0.0654
2026-02-13 2025-12-31 13F EMCOR GROUP COM 29084Q100 2,751 -64 -2.27 1,683 -7.93 0.0551
2025-11-12 2025-09-30 13F EMCOR GROUP COM 29084Q100 2,815 181 6.87 1,829 29.74 0.0626
2025-08-13 2025-06-30 13F EMCOR GROUP COM 29084Q100 2,634 -1,091 -29.29 1,409 2.32 0.0519
2025-05-14 2025-03-31 13F EMCOR GROUP COM 29084Q100 3,725 300 8.76 1,377 -11.39 0.0566
2025-02-12 2024-12-31 13F EMCOR GROUP COM 29084Q100 3,425 473 16.02 1,555 18.00 0.0635
2024-11-14 2024-09-30 13F EMCOR GROUP COM 29084Q100 2,952 90 3.14 1,317 26.03 0.0554
2024-08-09 2024-06-30 13F EMCOR GROUP COM 29084Q100 2,862 -1,052 -26.88 1,045 23.96 0.0471
2024-05-13 2024-03-31 13F EMCOR GROUP COM 29084Q100 3,914 94 2.46 843 2.55 0.0463
2024-02-08 2023-12-31 13F EMCOR GROUP COM 29084Q100 3,820 -305 -7.39 823 -5.19 0.0462
2023-11-13 2023-09-30 13F EMCOR GROUP COM 29084Q100 4,125 4,125 868 0.0560
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.