Position in VRT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$230,283
+$92,413 QoQ
Shares Held
919
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Colonial Trust Advisors holds $252,426 across 7 Electrical Equipment & Parts names. VRT ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
919 | $230,283 | |
| 2 | NVT |
nVent Electric plc
|
92 | $10,881 | |
| 3 | HUBB |
Hubbell Inc
|
12 | $5,888 | |
| 4 | ENR |
Energizer Holdings, Inc.
|
204 | $3,349 | |
| 5 | PLUG |
Plug Power Inc
|
500 | $1,130 | |
| 6 | TE |
T1 Energy Inc.
|
200 | $878 | |
| 7 | DFLI |
Dragonfly Energy Holdings Corp.
|
10 | $17 |
All Filings in VRT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,283 | 919 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $137,870 | 851 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $128,381 | 851 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $109,276 | 851 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $61,442 | 851 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $108,043 | 951 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $94,614 | 951 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $103,970 | 1,201 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $98,004 | 1,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,636 | 1,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,640 | 1,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,724 | 1,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,172 | 1,200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,392 | 1,200 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||