Position in POWL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,344
+$17,147 QoQ
Shares Held
92
+80.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#518
of 578 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Bare Financial Services, Inc holds $124,827 across 12 Electrical Equipment & Parts names. POWL ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
|
96 | $35,794 | |
| 2 | POWL |
Powell Industries Inc
This page
|
92 | $26,344 | |
| 3 | NVT |
nVent Electric plc
|
99 | $16,790 | |
| 4 | BE |
Bloom Energy Corp
|
51 | $15,437 | |
| 5 | HAYW |
Hayward Holdings, Inc.
|
726 | $12,566 | |
| 6 | AYI |
Acuity Inc. (De)
|
15 | $5,649 | |
| 7 | VRT |
Vertiv Holdings Co
|
16 | $5,357 | |
| 8 | ENS |
EnerSys
|
18 | $4,208 |
All Filings in POWL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,344 | 92 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,197 | 17 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,231 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $609 | 2 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $420 | 2 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $340 | 2 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||