Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,257,892
+$3,964,019 QoQ
Shares Held
21,677
+64.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#540
of 2,035 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Derivatives in VRT
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$375,870
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $38,904,668 across 8 Electrical Equipment & Parts names. VRT ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
149,128 | $25,293,600 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
21,677 | $7,257,892 | |
| 3 | BE |
Bloom Energy Corp
|
10,518 | $3,183,798 | |
| 4 | EOSE |
Eos Energy Enterprises, Inc.
|
217,121 | $1,276,671 | |
| 5 | AYI |
Acuity Inc. (De)
|
1,837 | $691,924 | |
| 6 | HUBB |
Hubbell Inc
|
907 | $474,541 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
1,010 | $376,597 | |
| 8 | POWL |
Powell Industries Inc
|
1,221 | $349,645 |
All Filings in VRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,257,892 | 21,677 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,293,873 | 13,145 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $375,870 | 1,500 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $1,007,215 | 6,217 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,038,519 | 6,884 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $744,649 | 5,799 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $240,281 | 3,328 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $368,095 | 3,240 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $356,670 | 3,585 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $280,313 | 3,238 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $219,610 | 2,689 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,064,536 | 22,164 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||