Independent Advisor Alliance

Position in AYI — Acuity Inc. (De)

CIK 1696899 CHARLOTTE, NC

Position in AYI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$983,458

+$544,074 QoQ

Shares Held

2,611

+66.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#302

of 632 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $6,999,821 across 6 Electrical Equipment & Parts names. AYI ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	9,663	$3,235,365
2	POWL	Powell Industries Inc	6,043	$1,730,472
3	AYI	Acuity Inc. (De) This page	2,611	$983,458
4	BE	Bloom Energy Corp	2,222	$672,598
5	NVT	nVent Electric plc	1,987	$337,014
6	PLUG	Plug Power Inc	15,098	$40,914

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$983,458	2,611	+66.5%	Shares	Sole	2026-08-12
2026-03-31	$439,384	1,568	-0.3%	Shares	Sole	2026-05-12
2025-12-31	$566,342	1,573	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.