Position in VRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$186,494
+$54,689 QoQ
Shares Held
557
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#461
of 560 holders
Holding Since
Sep 2023
8 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, 2026Crewe Advisors LLC holds $434,274 across 8 Electrical Equipment & Parts names. VRT ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
557 | $186,494 | |
| 2 | TGEN |
Tecogen Inc.
|
23,000 | $120,060 | |
| 3 | ADSE |
Ads-Tec Energy Public Ltd Co
|
5,000 | $63,750 | |
| 4 | HUBB |
Hubbell Inc
|
55 | $28,776 | |
| 5 | BE |
Bloom Energy Corp
|
66 | $19,978 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
267 | $14,914 | |
| 7 | BLDP |
Ballard Power Systems Inc.
|
50 | $194 | |
| 8 | FCEL |
Fuelcell Energy Inc
|
3 | $108 |
All Filings in VRT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,494 | 557 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $131,805 | 526 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $62,697 | 387 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $66,529 | 441 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $68,442 | 533 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $38,049 | 527 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $59,872 | 527 | Shares | Sole | 2025-01-27 | |
| 2023-09-30 | $148 | 4 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||