Position in POWL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,027,459
+$284,557 QoQ
Shares Held
3,588
-12.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#287
of 578 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Demars Financial Group, LLC holds $1,328,462 across 2 Electrical Equipment & Parts names. POWL ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POWL |
Powell Industries Inc
This page
|
3,588 | $1,027,459 | |
| 2 | VRT |
Vertiv Holdings Co
|
899 | $301,003 |
All Filings in POWL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,459 | 3,588 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $742,902 | 1,373 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,074,607 | 3,371 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,074,454 | 3,525 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $729,840 | 3,468 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,023 | 344,578 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||