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Royal Fund Management, LLC

Position in VRT — Vertiv Holdings Co

CIK 1810099 Lady Lake, FL

Position in VRT

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$7,388,807
+$1,467,352 QoQ
Shares Held
22,068
-6.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#535
of 2,035 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VRT Over Time

Shares Held

Position Value (USD)

Derivatives in VRT

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$33,482
PutShares
100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Royal Fund Management, LLC holds $7,388,807 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
22,068 $7,388,807

All Filings in VRT

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,388,807 22,068
2026-06-30 $33,482 100
2026-03-31 $5,921,455 23,631
2025-12-31 $38,720 239
2025-12-31 $1,296 8
2025-12-31 $17,707,044 109,296
2025-09-30 $7,559,292 50,108
2025-09-30 $41,335 274
2025-09-30 $301 2
2025-06-30 $25,682 200
2025-06-30 $6,863,000 53,446
2025-06-30 $2,658,087 20,700
2025-03-31 $4,429,397 61,349
2025-03-31 $2,259,860 31,300
2024-12-31 $4,453,512 39,200
2024-12-31 $4,775,937 42,038
2024-09-30 $4,401,238 44,238
2024-09-30 $2,168,882 21,800
2023-12-31 $1,340,949 27,919
2023-12-31 $811,707 16,900