Position in FPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,630
New position
Shares Held
65
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#348
of 365 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026SHP Wealth Management holds $413,742 across 11 Electrical Equipment & Parts names. FPS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
892 | $298,659 | |
| 2 | BE |
Bloom Energy Corp
|
210 | $63,567 | |
| 3 | NVT |
nVent Electric plc
|
128 | $21,710 | |
| 4 | HUBB |
Hubbell Inc
|
15 | $7,848 | |
| 5 | LTBR |
LIGHTBRIDGE Corp
|
763 | $6,706 | |
| 6 | PLUG |
Plug Power Inc
|
2,249 | $6,094 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
This page
|
65 | $3,630 | |
| 8 | TE |
T1 Energy Inc.
|
250 | $2,370 |
All Filings in FPS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,630 | 65 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||