Dogwood Wealth Management LLC

Position in FPS — Forgent Power Solutions, Inc.

CIK 2056922 LENEXA, KS

Position in FPS

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$4,021

New position

Shares Held

72

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#348

of 365 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $130,555 across 6 Electrical Equipment & Parts names. FPS ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	242	$81,026
2	BE	Bloom Energy Corp	124	$37,534
3	FPS	Forgent Power Solutions, Inc. This page	72	$4,021
4	ATKR	Atkore Inc.	39	$2,965
5	ENS	EnerSys	12	$2,805
6	NVT	nVent Electric plc	13	$2,204

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,021	72	—	Shares	Sole	2026-07-06
No filing history on record for this holder in this stock.