Altus Wealth Group LLC EME EMCOR GROUP INC

Ownership history in Altus Wealth Group LLC  ·  14 quarters on record

AI Ownership Summary

Altus Wealth Group LLC reported EMCOR GROUP INC (EME) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2026 Q1. The latest visible filing shows EME at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altus Wealth Group LLC's position in EMCOR GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EME was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Altus Wealth Group LLC held EME — position size vs. price
% of Fund (quarterly)    EME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,467 0% 0.44% $1.1M 2026-04-27 $885.42
2025 Q4 REDUCED 1,467 -28 -1.9% 0.36% $897K 2026-02-13 $800.42
2025 Q3 ADDED 1,495 +20 +1.4% 0.40% $971K 2025-10-21 $689.20
2025 Q2 REDUCED 13.5% +19.8% 1,475 -230 -13.5% 0.35% $789K 2025-07-29 $635.30
2025 Q1 UNCHANGED 1,705 0% 0.30% $630K 2025-04-25 $409.46
2024 Q4 UNCHANGED 1,705 0% 0.34% $774K 2025-02-10 $465.31
2024 Q3 UNCHANGED 1,705 0% 0.31% $734K 2024-10-22 $446.57
2024 Q2 UNCHANGED 1,705 0% 0.31% $622K 2024-08-05 $338.99
2024 Q1 REDUCED 1,705 -17 -1.0% 0.30% $597K 2024-05-02 $354.77
2023 Q4 UNCHANGED 1,722 0% 0.21% $371K 2024-01-29 $223.51
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Altus Wealth Group LLC and EME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altus Wealth Group LLC reported owning EME?

Altus Wealth Group LLC reported EME across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EME position in Altus Wealth Group LLC's portfolio?

The largest reported portfolio weight for EME was 0.44% in 2026 Q1.

What is the latest reported EME position on this page?

The most recent filing on this page is 2026 Q1, when Altus Wealth Group LLC reported 1,467 shares, equal to 0.44% of portfolio, with an estimated market value of $1.1M.

What does the chart on this EME ownership page compare?

The chart compares Altus Wealth Group LLC's quarterly EME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Altus Wealth Group LLC time their EME position?

Based on 13F filing dates vs. subsequent EME price moves, Altus Wealth Group LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on EME relative to SPY over the holding period was +42.5%.

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