Position in VMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,496,212
+$1,063,231 QoQ
Shares Held
6,053
-0.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#206
of 648 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,774,071 across 2 Conglomerates names. VMI ranks #1 (92.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
6,053 | $3,496,212 | |
| 2 | HON |
Honeywell International Inc
|
1,241 | $277,859 |
All Filings in VMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,496,212 | 6,053 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,432,981 | 6,089 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,449,726 | 6,089 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,400,048 | 6,190 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,021,468 | 6,190 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,768,723 | 6,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,900,740 | 6,198 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||