Position in AYI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,037,698
+$542,550 QoQ
Shares Held
2,755
+55.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 635 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $30,447,563 across 11 Electrical Equipment & Parts names. AYI ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
40,595 | $13,592,017 | |
| 2 | NVT |
nVent Electric plc
|
75,194 | $12,753,654 | |
| 3 | AYI |
Acuity Inc. (De)
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|
2,755 | $1,037,698 | |
| 4 | HUBB |
Hubbell Inc
|
1,778 | $930,248 | |
| 5 | BE |
Bloom Energy Corp
|
1,979 | $599,043 | |
| 6 | ENS |
EnerSys
|
1,927 | $450,570 | |
| 7 | POWL |
Powell Industries Inc
|
1,147 | $328,454 | |
| 8 | AEIS |
Advanced Energy Industries Inc
|
824 | $307,243 |
All Filings in AYI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,698 | 2,755 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $495,148 | 1,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $665,353 | 1,848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $562,732 | 1,634 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $488,083 | 1,636 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $426,890 | 1,621 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||