Position in VRT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,382,136
+$347,993 QoQ
Shares Held
4,128
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,005
of 2,035 holders
Holding Since
Jun 2025
5 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, 2026Trinity Financial Advisors LLC holds $1,382,136 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
4,128 | $1,382,136 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,136 | 4,128 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,034,143 | 4,127 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $717,056 | 4,426 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $623,956 | 4,136 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $530,975 | 4,135 | Shares | Sole | 2025-07-03 | |
| No filing history on record for this holder in this stock. | ||||||