Position in VRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,052,502
+$4,049,284 QoQ
Shares Held
44,957
+2.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#406
of 2,044 holders
Holding Since
Jun 2020
21 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 Jun 30, 2026IFP Advisors, Inc holds $19,948,107 across 26 Electrical Equipment & Parts names. VRT ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
44,957 | $15,052,502 | |
| 2 | BE |
Bloom Energy Corp
|
7,315 | $2,214,250 | |
| 3 | NVT |
nVent Electric plc
|
4,905 | $831,937 | |
| 4 | HUBB |
Hubbell Inc
|
1,181 | $617,899 | |
| 5 | POWL |
Powell Industries Inc
|
1,293 | $370,263 | |
| 6 | AYI |
Acuity Inc. (De)
|
707 | $266,298 | |
| 7 | KE |
Kimball Electronics, Inc.
|
8,422 | $215,603 | |
| 8 | PLUG |
Plug Power Inc
|
30,105 | $81,584 |
All Filings in VRT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,052,502 | 44,957 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,003,218 | 43,911 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,348,260 | 20,667 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,185,961 | 14,490 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,618,222 | 12,602 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $412,045 | 5,707 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $813,561 | 7,161 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $126,650 | 1,273 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $145,177 | 1,677 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $31,361 | 384 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,401 | 50 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,943 | 106 | Shares | Sole | 2023-10-12 | |
| 2022-12-31 | $2 | 163 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,290 | 750 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,165 | 750 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,170 | 155 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,500 | 125 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,374 | 395 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,676 | 270 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||