Regal Investment Advisors LLC

Position in VRT — Vertiv Holdings Co

CIK 1559789 KENTWOOD, MI

Position in VRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,729,010

+$1,218,579 QoQ

Shares Held

5,164

+153.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#935

of 2,044 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Industrials · as of Jun 30, 2026

Regal Investment Advisors LLC holds $3,215,774 across 3 Electrical Equipment & Parts names. VRT ranks #1 (53.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	5,164	$1,729,010
2	BE	Bloom Energy Corp	4,482	$1,356,701
3	ELVA	Electrovaya Inc.	12,387	$130,063

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,729,010	5,164	+153.5%	Shares	Sole	2026-08-14
2026-03-31	$510,431	2,037	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$338,600	2,090	+1.7%	Shares	Sole	2026-02-17
2025-09-30	$310,017	2,055	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.