XML Financial, LLC

Position in VRT — Vertiv Holdings Co

CIK 1800465 BETHESDA, MD

Position in VRT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$473,770

+$45,279 QoQ

Shares Held

1,415

-17.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,414

of 2,028 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

XML Financial, LLC holds $2,006,326 across 3 Electrical Equipment & Parts names. VRT ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVT	nVent Electric plc	6,166	$1,045,815
2	BE	Bloom Energy Corp	1,608	$486,741
3	VRT	Vertiv Holdings Co This page	1,415	$473,770

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,770	1,415	-17.3%	Shares	Sole	2026-07-24
2026-03-31	$428,491	1,710	+25.3%	Shares	Sole	2026-04-16
2025-12-31	$221,143	1,365	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.