Position in VRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$705,800
+$131,972 QoQ
Shares Held
2,108
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,258
of 2,035 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Secure Asset Management, LLC holds $942,422 across 2 Electrical Equipment & Parts names. VRT ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,108 | $705,800 | |
| 2 | FPS |
Forgent Power Solutions, Inc.
|
4,236 | $236,622 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,800 | 2,108 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $573,828 | 2,290 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $346,053 | 2,136 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $322,387 | 2,137 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $272,357 | 2,121 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $241,762 | 2,128 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||