Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,011,560
+$2,440,722 QoQ
Shares Held
32,888
-3.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#455
of 2,035 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $13,842,089 across 7 Electrical Equipment & Parts names. VRT ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
32,888 | $11,011,560 | |
| 2 | BE |
Bloom Energy Corp
|
2,388 | $722,847 | |
| 3 | NVT |
nVent Electric plc
|
4,222 | $716,093 | |
| 4 | POWL |
Powell Industries Inc
|
1,737 | $497,407 | |
| 5 | AYI |
Acuity Inc. (De)
|
809 | $304,717 | |
| 6 | RFIL |
R F Industries Ltd
|
14,200 | $301,182 | |
| 7 | HUBB |
Hubbell Inc
|
551 | $288,283 |
All Filings in VRT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,011,560 | 32,888 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,570,838 | 34,204 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,505,585 | 33,983 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,226,546 | 54,531 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,527,551 | 27,471 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,818,645 | 25,189 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,631,889 | 23,166 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,143,711 | 21,547 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $398,793 | 8,303 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $311,587 | 8,376 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $204,674 | 8,263 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||