Position in VRT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$68,303
+$17,937 QoQ
Shares Held
204
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,834
of 2,028 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $367,434 across 14 Electrical Equipment & Parts names. VRT ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KE |
Kimball Electronics, Inc.
|
4,002 | $102,451 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
204 | $68,303 | |
| 3 | HUBB |
Hubbell Inc
|
113 | $59,121 | |
| 4 | BE |
Bloom Energy Corp
|
150 | $45,405 | |
| 5 | NVT |
nVent Electric plc
|
160 | $27,137 | |
| 6 | AYI |
Acuity Inc. (De)
|
45 | $16,949 | |
| 7 | EOSE |
Eos Energy Enterprises, Inc.
|
2,267 | $13,329 | |
| 8 | ENS |
EnerSys
|
56 | $13,093 |
All Filings in VRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,303 | 204 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $50,366 | 201 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $30,619 | 189 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $36,357 | 241 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,848 | 139 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,653 | 106 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,110 | 133 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,650 | 97 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,657 | 100 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,350 | 90 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,322 | 90 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,641 | 71 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||