Position in AYI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$393,986
+$190,267 QoQ
Shares Held
1,046
+43.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#402
of 632 holders
Holding Since
Sep 2025
4 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, 2026Compound Planning, Inc. holds $5,065,520 across 7 Electrical Equipment & Parts names. AYI ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
6,396 | $2,141,508 | |
| 2 | BE |
Bloom Energy Corp
|
3,554 | $1,075,795 | |
| 3 | ELVA |
Electrovaya Inc.
|
58,337 | $612,538 | |
| 4 | AYI |
Acuity Inc. (De)
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|
1,046 | $393,986 | |
| 5 | HUBB |
Hubbell Inc
|
606 | $317,058 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
752 | $280,397 | |
| 7 | NVT |
nVent Electric plc
|
1,440 | $244,238 |
All Filings in AYI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,986 | 1,046 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $203,719 | 727 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $275,070 | 764 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $245,205 | 712 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||