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Capital Advisors, Ltd. LLC

Position in VRT — Vertiv Holdings Co

CIK 1597878 SHAKER HEIGHTS, OH

Position in VRT

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$359,931
+$97,073 QoQ
Shares Held
1,075
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#466
of 693 holders
Holding Since
Mar 2022
18 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, 2026

Capital Advisors, Ltd. LLC holds $427,902 across 6 Electrical Equipment & Parts names. VRT ranks #1 (84.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRT
Vertiv Holdings Co
This page
1,075 $359,931

All Filings in VRT

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $359,931 1,075
2026-03-31 $262,858 1,049
2025-12-31 $177,562 1,096
2025-09-30 $165,342 1,096
2025-06-30 $11,043 86
2025-03-31 $5,703 79
2024-12-31 $8,634 76
2024-09-30 $7,561 76
2024-06-30 $13,937 161
2024-03-31 $6,451 79
2023-12-31 $3,458 72
2023-09-30 $2,678 72
2023-06-30 $1,783 72
2023-03-31 $1,144 80
2022-12-31 $1,092 80
2022-09-30 $272 28
2022-06-30 $517 63
2022-03-31 $602 43