Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$506,246
+$162,451 QoQ
Shares Held
1,512
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,383
of 2,036 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $508,831 across 2 Electrical Equipment & Parts names. VRT ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,512 | $506,246 | |
| 2 | ATKR |
Atkore Inc.
|
34 | $2,585 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,246 | 1,512 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $343,795 | 1,372 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $230,215 | 1,421 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,543 | 50 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||