Summit Financial, LLC

Position in VRT — Vertiv Holdings Co

CIK 1765536 PARSIPPANY, NJ

Position in VRT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,813,334

+$2,234,196 QoQ

Shares Held

31,181

-9.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Summit Financial, LLC holds $8,959,864 across 3 Electrical Equipment & Parts names. VRT ranks #1 (87.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	31,181	$7,813,334
2	BE	Bloom Energy Corp	4,944	$669,862
3	NVT	nVent Electric plc	4,030	$476,668

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,813,334	31,181	-9.5%	Shares	Sole	2026-05-15
2025-12-31	$5,579,138	34,437	+4.9%	Shares	Sole	2026-02-13
2025-09-30	$4,954,845	32,844	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.