Summit Financial, LLC

Position in FPS — Forgent Power Solutions, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in FPS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$688,306

New position

Shares Held

12,322

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#238

of 369 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $15,079,761 across 4 Electrical Equipment & Parts names. FPS ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	34,345	$11,499,392
2	BE	Bloom Energy Corp	6,877	$2,081,667
3	NVT	nVent Electric plc	4,778	$810,396
4	FPS	Forgent Power Solutions, Inc. This page	12,322	$688,306

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$688,306	12,322	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.