Capstone Financial Advisors, Inc.
Position in VRT — Vertiv Holdings Co
CIK 1599217
DOWNERS GROVE, IL
Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,249
New position
Shares Held
616
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,750
of 2,035 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Capstone Financial Advisors, Inc. holds $206,249 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
616 | $206,249 |
All Filings in VRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,249 | 616 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||