Position in VRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,860,230
+$18,259,627 QoQ
Shares Held
181,770
+6.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#185
of 2,045 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Creative Planning holds $218,477,874 across 19 Electrical Equipment & Parts names. VRT ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
203,031 | $61,457,483 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
181,770 | $60,860,230 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
57,907 | $21,591,782 | |
| 4 | NVT |
nVent Electric plc
|
117,505 | $19,930,022 | |
| 5 | AYI |
Acuity Inc. (De)
|
46,960 | $17,687,952 | |
| 6 | ENS |
EnerSys
|
39,868 | $9,321,935 | |
| 7 | HUBB |
Hubbell Inc
|
14,877 | $7,783,646 | |
| 8 | POWL |
Powell Industries Inc
|
17,012 | $4,871,555 |
All Filings in VRT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,860,230 | 181,770 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $42,600,603 | 170,008 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $22,401,932 | 138,275 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,961,994 | 119,064 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,773,941 | 60,540 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,040,023 | 55,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,555,528 | 48,900 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,339,553 | 43,618 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,140,499 | 36,277 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,799,075 | 34,273 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $886,296 | 18,453 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $693,407 | 18,640 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,065,332 | 43,009 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $810,303 | 56,625 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,151,184 | 230,687 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,163,740 | 222,607 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,825,637 | 222,097 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,617,756 | 115,554 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,892,974 | 115,858 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,790,922 | 115,854 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,160,084 | 115,754 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||