Apella Capital, LLC

Position in AYI — Acuity Inc. (De)

CIK 1801507 WEST HARTFORD, CT

Position in AYI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$468,188

+$121,837 QoQ

Shares Held

1,243

+0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#381

of 632 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Apella Capital, LLC holds $3,832,898 across 5 Electrical Equipment & Parts names. AYI ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp	8,789	$2,660,430
2	AYI	Acuity Inc. (De) This page	1,243	$468,188
3	TE	T1 Energy Inc.	33,023	$313,058
4	EOSE	Eos Energy Enterprises, Inc.	39,777	$233,888
5	ENVX	Enovix Corp	25,920	$157,334

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,188	1,243	+0.6%	Shares	Sole	2026-07-08
2026-03-31	$346,351	1,236	+0.6%	Shares	Sole	2026-04-20
2025-12-31	$442,489	1,229	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$422,566	1,227	+0.5%	Shares	Sole	2025-10-17
2025-06-30	$364,273	1,221	+0.2%	Shares	Sole	2025-07-08
2025-03-31	$320,760	1,218	+0.2%	Shares	Sole	2025-04-10
2024-12-31	$355,230	1,216	0.0%	Shares	Sole	2025-01-14
2024-09-30	$334,874	1,216	+1.5%	Shares	Sole	2024-10-03
2024-06-30	$289,245	1,198	—	Shares	Sole	2024-07-10
No filing history on record for this holder in this stock.