Position in VMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,259,800
+$1,518,750 QoQ
Shares Held
7,375
+7.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 38%
Shared 2%
None 59%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $131,517,302 across 8 Conglomerates names. VMI ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
394,554 | $88,340,640 | |
| 2 | MMM |
3M Co
|
199,801 | $32,349,779 | |
| 3 | MATW |
Matthews International Corp
|
169,216 | $4,555,294 | |
| 4 | VMI |
Valmont Industries Inc
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|
7,375 | $4,259,800 | |
| 5 | OTTR |
Otter Tail Corp
|
12,147 | $1,092,987 | |
| 6 | DLX |
Deluxe Corp
|
17,660 | $421,720 | |
| 7 | SEB |
Seaboard Corp /De/
|
62 | $276,788 | |
| 8 | GHC |
Graham Holdings Co
|
193 | $220,294 |
All Filings in VMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,259,800 | 7,375 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,741,050 | 6,860 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,437,254 | 6,058 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $673,487 | 1,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $342,898 | 1,050 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||