Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,424,084
+$1,515,788 QoQ
Shares Held
16,200
+3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#611
of 2,035 holders
Holding Since
Jun 2025
5 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, 2026Schear Investment Advisers, LLC holds $5,884,188 across 2 Electrical Equipment & Parts names. VRT ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
16,200 | $5,424,084 | |
| 2 | BE |
Bloom Energy Corp
|
1,520 | $460,104 |
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,424,084 | 16,200 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,908,296 | 15,597 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,381,547 | 14,700 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $828,221 | 5,490 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $654,248 | 5,095 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||