Foundations Investment Advisors, LLC

Endowment

Position in VRT — Vertiv Holdings Co

CIK 1743404 PHOENIX, AZ

Position in VRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$100,609,723

+$33,943,417 QoQ

Shares Held

300,489

+12.9% QoQ

Ownership

0.078%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#136

of 2,035 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $105,581,896 across 9 Electrical Equipment & Parts names. VRT ranks #1 (95.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	300,489	$100,609,723
2	AMPX	Amprius Technologies, Inc.	119,465	$1,655,784
3	BE	Bloom Energy Corp	3,951	$1,195,967
4	LTBR	LIGHTBRIDGE Corp	70,384	$618,675
5	FPS	Forgent Power Solutions, Inc.	6,513	$363,816
6	HUBB	Hubbell Inc	638	$333,801
7	NVT	nVent Electric plc	1,876	$318,188
8	POWL	Powell Industries Inc	903	$258,583

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,609,723	300,489	+12.9%	Shares	Other	2026-08-14
2026-03-31	$66,666,306	266,048	+6.2%	Shares	Other	2026-05-11
2025-12-31	$40,567,626	250,402	+14.1%	Shares	Other	2026-02-10
2025-09-30	$33,104,567	219,439	+10.8%	Shares	Sole	2025-11-03
2025-06-30	$25,428,260	198,024	+4.9%	Shares	Sole	2025-08-08
2025-03-31	$13,631,071	188,796	+1.8%	Shares	Other	2025-05-07
2024-12-31	$21,076,018	185,512	+7.9%	Shares	Sole	2025-01-22
2024-09-30	$17,107,603	171,953	—	Shares	Sole	2024-10-21
No filing history on record for this holder in this stock.