Position in VRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$38,839
+$6,264 QoQ
Shares Held
116
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,890
of 2,042 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $167,207 across 9 Electrical Equipment & Parts names. VRT ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
386 | $65,469 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
116 | $38,839 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
93 | $34,676 | |
| 4 | BE |
Bloom Energy Corp
|
61 | $18,464 | |
| 5 | HUBB |
Hubbell Inc
|
11 | $5,755 | |
| 6 | AYI |
Acuity Inc. (De)
|
9 | $3,389 | |
| 7 | PLUG |
Plug Power Inc
|
100 | $271 | |
| 8 | ENS |
EnerSys
|
1 | $233 |
All Filings in VRT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,839 | 116 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $32,575 | 130 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,122 | 81 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,419 | 427 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,603 | 67 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,321 | 46 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,408 | 30 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,989 | 20 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $432 | 5 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $408 | 5 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $240 | 5 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $186 | 5 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,452 | 99 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,939 | 142 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||