Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$318,079
+$275,481 QoQ
Shares Held
950
+458.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,552
of 2,028 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $1,304,823 across 8 Electrical Equipment & Parts names. VRT ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
1,202 | $628,886 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
950 | $318,079 | |
| 3 | NVT |
nVent Electric plc
|
1,465 | $248,478 | |
| 4 | EOSE |
Eos Energy Enterprises, Inc.
|
12,100 | $71,148 | |
| 5 | BE |
Bloom Energy Corp
|
100 | $30,270 | |
| 6 | TE |
T1 Energy Inc.
|
600 | $5,688 | |
| 7 | PLUG |
Plug Power Inc
|
600 | $1,626 | |
| 8 | FCEL |
Fuelcell Energy Inc
|
18 | $648 |
All Filings in VRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,079 | 950 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,598 | 170 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $475,661 | 3,153 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $595,950 | 4,641 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $302,445 | 4,189 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $426,719 | 3,756 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||