Position in AYI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$99,438
+$75,900 QoQ
Shares Held
264
+214.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#504
of 632 holders
Holding Since
Dec 2022
13 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, 2026True Wealth Design, LLC holds $591,683 across 11 Electrical Equipment & Parts names. AYI ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
525 | $175,780 | |
| 2 | NVT |
nVent Electric plc
|
862 | $146,203 | |
| 3 | AYI |
Acuity Inc. (De)
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|
264 | $99,438 | |
| 4 | ENS |
EnerSys
|
264 | $61,728 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
148 | $55,184 | |
| 6 | BE |
Bloom Energy Corp
|
99 | $29,967 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
710 | $12,290 | |
| 8 | HUBB |
Hubbell Inc
|
10 | $5,232 |
All Filings in AYI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,438 | 264 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $23,538 | 84 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $40,324 | 112 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $36,505 | 106 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $596 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,950 | 15 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $42,066 | 144 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $975,489 | 3,630 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $890,805 | 4,349 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $772,696 | 4,537 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $711,681 | 4,364 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $765,821 | 4,191 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $685,956 | 4,142 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||