Position in VRT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,584,368
+$4,963 QoQ
Shares Held
4,732
-24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#953
of 2,035 holders
Holding Since
Mar 2025
5 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, 2026Concorde Asset Management, LLC holds $2,424,663 across 2 Electrical Equipment & Parts names. VRT ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
4,732 | $1,584,368 | |
| 2 | BE |
Bloom Energy Corp
|
2,776 | $840,295 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,584,368 | 4,732 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,579,405 | 6,303 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $2,066,599 | 12,756 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,898,422 | 12,584 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $551,680 | 7,641 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||