Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$527,341
-$455,433 QoQ
Shares Held
1,575
-59.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,368
of 2,035 holders
Holding Since
Mar 2025
6 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, 2026Swisher Financial Concepts, Inc. holds $527,341 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
|
1,575 | $527,341 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,341 | 1,575 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $982,774 | 3,922 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $630,380 | 3,891 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $590,315 | 3,913 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $511,328 | 3,982 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $256,598 | 3,554 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||