Caerus Investment Advisors, LLC
Position in VRT — Vertiv Holdings Co
CIK 1862682
WEST LAKE HILLS, TX
Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,004,125
+$211,541 QoQ
Shares Held
2,999
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,114
of 2,035 holders
Holding Since
Sep 2025
4 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, 2026Caerus Investment Advisors, LLC holds $1,315,105 across 2 Electrical Equipment & Parts names. VRT ranks #1 (76.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,999 | $1,004,125 | |
| 2 | ENS |
EnerSys
|
1,330 | $310,980 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,125 | 2,999 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $792,584 | 3,163 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $354,639 | 2,189 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $309,413 | 2,051 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||