Position in AYI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,102,483
+$654,692 QoQ
Shares Held
2,927
+83.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#283
of 621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $20,360,819 across 29 Electrical Equipment & Parts names. AYI ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
33,444 | $11,197,720 | |
| 2 | NVT |
nVent Electric plc
|
11,605 | $1,968,324 | |
| 3 | BE |
Bloom Energy Corp
|
4,185 | $1,266,799 | |
| 4 | AYI |
Acuity Inc. (De)
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|
2,927 | $1,102,483 | |
| 5 | HUBB |
Hubbell Inc
|
2,048 | $1,071,513 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
16,527 | $923,198 | |
| 7 | TGEN |
Tecogen Inc.
|
112,080 | $585,057 | |
| 8 | ENVX |
Enovix Corp
|
89,616 | $543,969 |
All Filings in AYI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,483 | 2,927 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $447,791 | 1,598 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $204,502 | 568 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||