Manager × security

Monument Capital Management EME holdings history

Who else holds this security? →

EMCOR GROUP INC · CUSIP 29084Q100 · CIK 1729428

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Monument Capital Management reported 10.52K EME (shares), valued at $8.73M, or 1.76% of its reported non-derivative portfolio. Filed 2026-07-22.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
1.76%
Shares
10.52K
10,518
Reported value
$8.73M
USD

Shares decreased 3.27%; reported value increased 8.72%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.76%10,518SEC filing ↗Filed Jul 22, 2026
Q1 20262.01%10,874SEC filing ↗Filed Apr 16, 2026
Q4 20251.71%11,255SEC filing ↗Filed Jan 26, 2026
Q3 20251.90%11,686SEC filing ↗Filed Oct 14, 2025
Q2 20251.66%11,922SEC filing ↗Filed Jul 24, 2025
Q1 20251.33%11,664SEC filing ↗Filed Apr 25, 2025
Q4 20241.48%11,858SEC filing ↗Filed Jan 31, 2025
Q3 20241.42%11,942SEC filing ↗Filed Oct 15, 2024
Q2 20241.27%11,862SEC filing ↗Filed Jul 22, 2024
Q1 20241.23%12,197SEC filing ↗Filed Apr 19, 2024
Q4 20230.83%12,027SEC filing ↗Filed Feb 1, 2024
Q3 20230.82%11,630SEC filing ↗Filed Oct 25, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.82%11,630$2.45MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 25, 2023
Q4 20230.83%12,027$2.59MShares increased 3.41%; reported value increased 5.88%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 1, 2024
Q1 20241.23%12,197$4.27MShares increased 1.41%; reported value increased 64.86%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 19, 2024
Q2 20241.27%11,862$4.33MShares decreased 2.75%; reported value increased 1.39%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 22, 2024
Q3 20241.42%11,942$5.14MShares increased 0.67%; reported value increased 18.72%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 15, 2024
Q4 20241.48%11,858$5.38MShares decreased 0.70%; reported value increased 4.69%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 31, 2025
Q1 20251.33%11,664$4.31MShares decreased 1.64%; reported value decreased 19.90%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 25, 2025
Q2 20251.66%11,922$6.38MShares increased 2.21%; reported value increased 47.91%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 24, 2025
Q3 20251.90%11,686$7.59MShares decreased 1.98%; reported value increased 19.03%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 14, 2025
Q4 20251.71%11,255$6.89MShares decreased 3.69%; reported value decreased 9.29%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 26, 2026
Q1 20262.01%10,874$8.03MShares decreased 3.39%; reported value increased 16.60%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 16, 2026
Q2 20261.76%10,518$8.73MShares decreased 3.27%; reported value increased 8.72%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 22, 2026
Monument Capital Management · EMCOR GROUP INC

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1729428","quarter":"2026Q2","cusip":"29084Q100"}

get_institutional_manager_history
{"cik":"1729428","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.