Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$429,574
+$59,718 QoQ
Shares Held
1,283
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,452
of 2,035 holders
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Founders Financial Alliance, LLC holds $801,592 across 2 Electrical Equipment & Parts names. VRT ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,283 | $429,574 | |
| 2 | BE |
Bloom Energy Corp
|
1,229 | $372,018 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,574 | 1,283 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $369,856 | 1,476 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $247,227 | 1,526 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $244,845 | 1,623 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $208,152 | 1,621 | Shares | Sole | 2025-08-12 | |
| 2020-09-30 | $12,607 | 728 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||