Summit Financial, LLC

Position in VRT — Vertiv Holdings Co

CIK 1765536 PARSIPPANY, NJ

Position in VRT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,499,392

+$3,686,058 QoQ

Shares Held

34,345

+10.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#448

of 2,050 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $15,079,761 across 4 Electrical Equipment & Parts names. VRT ranks #1 (76.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	34,345	$11,499,392
2	BE	Bloom Energy Corp	6,877	$2,081,667
3	NVT	nVent Electric plc	4,778	$810,396
4	FPS	Forgent Power Solutions, Inc.	12,322	$688,306

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,499,392	34,345	+10.1%	Shares	Sole	2026-08-12
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.