Position in VRT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$954,208
+$368,218 QoQ
Shares Held
3,808
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,238,737 across 2 Electrical Equipment & Parts names. VRT ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
3,808 | $954,208 | |
| 2 | BE |
Bloom Energy Corp
|
2,100 | $284,529 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $954,208 | 3,808 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $585,990 | 3,617 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $476,566 | 3,159 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||