Position in AYI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$304,717
+$78,580 QoQ
Shares Held
809
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#430
of 632 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $13,842,089 across 7 Electrical Equipment & Parts names. AYI ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
32,888 | $11,011,560 | |
| 2 | BE |
Bloom Energy Corp
|
2,388 | $722,847 | |
| 3 | NVT |
nVent Electric plc
|
4,222 | $716,093 | |
| 4 | POWL |
Powell Industries Inc
|
1,737 | $497,407 | |
| 5 | AYI |
Acuity Inc. (De)
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|
809 | $304,717 | |
| 6 | RFIL |
R F Industries Ltd
|
14,200 | $301,182 | |
| 7 | HUBB |
Hubbell Inc
|
551 | $288,283 |
All Filings in AYI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,717 | 809 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $226,137 | 807 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $217,104 | 603 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||