Callan Family Office, LLC

Family Office

Position in VRT — Vertiv Holdings Co

CIK 1938970 RADNOR, PA

Position in VRT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,133,902

+$2,737,792 QoQ

Shares Held

18,320

+35.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#575

of 2,035 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Callan Family Office, LLC holds $9,996,667 across 6 Electrical Equipment & Parts names. VRT ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	18,320	$6,133,902
2	BE	Bloom Energy Corp	4,055	$1,227,448
3	HUBB	Hubbell Inc	1,994	$1,043,260
4	AEIS	Advanced Energy Industries Inc	2,445	$911,667
5	NVT	nVent Electric plc	3,500	$593,635
6	PLUG	Plug Power Inc	32,013	$86,755

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,133,902	18,320	+35.2%	Shares	Sole	2026-08-11
2026-03-31	$3,396,110	13,553	-3.0%	Shares	Sole	2026-05-13
2025-12-31	$2,263,927	13,974	+14.1%	Shares	Sole	2026-02-12
2025-09-30	$1,847,129	12,244	-48.4%	Shares	Sole	2025-11-04
2025-06-30	$3,047,040	23,729	+89.4%	Shares	Sole	2025-07-24
2025-03-31	$904,666	12,530	+2.5%	Shares	Sole	2025-05-13
2024-12-31	$1,389,109	12,227	-18.4%	Shares	Sole	2025-02-07
2024-09-30	$1,491,255	14,989	+0.9%	Shares	Sole	2024-10-08
2024-06-30	$1,285,737	14,852	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.