Position in POWL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$665,787
New position
Shares Held
2,325
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#323
of 578 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 7%
Shared 0%
None 93%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Excelsior Advisor Network LLC holds $1,109,758 across 2 Electrical Equipment & Parts names. POWL ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POWL |
Powell Industries Inc
This page
|
2,325 | $665,787 | |
| 2 | VRT |
Vertiv Holdings Co
|
1,326 | $443,971 |
All Filings in POWL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,787 | 2,325 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||