POLEN CAPITAL MANAGEMENT LLC
Position in FPS — Forgent Power Solutions, Inc.
CIK 1034524
Boca Raton, FL
Position in FPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,811,322
New position
Shares Held
50,328
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#171
of 365 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $33,365,466 across 6 Electrical Equipment & Parts names. FPS ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
40,838 | $12,361,662 | |
| 2 | POWL |
Powell Industries Inc
|
29,181 | $8,356,271 | |
| 3 | AMPX |
Amprius Technologies, Inc.
|
465,598 | $6,453,188 | |
| 4 | PLPC |
Preformed Line Products Co
|
6,875 | $2,822,600 | |
| 5 | FPS |
Forgent Power Solutions, Inc.
This page
|
50,328 | $2,811,322 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,503 | $560,423 |
All Filings in FPS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,811,322 | 50,328 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||