Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,141,508
+$679,876 QoQ
Shares Held
6,396
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#863
of 2,035 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $5,065,520 across 7 Electrical Equipment & Parts names. VRT ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
6,396 | $2,141,508 | |
| 2 | BE |
Bloom Energy Corp
|
3,554 | $1,075,795 | |
| 3 | ELVA |
Electrovaya Inc.
|
58,337 | $612,538 | |
| 4 | AYI |
Acuity Inc. (De)
|
1,046 | $393,986 | |
| 5 | HUBB |
Hubbell Inc
|
606 | $317,058 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
752 | $280,397 | |
| 7 | NVT |
nVent Electric plc
|
1,440 | $244,238 |
All Filings in VRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,141,508 | 6,396 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,461,632 | 5,833 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $807,295 | 4,983 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $631,650 | 4,187 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $478,198 | 3,724 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,386 | 3,371 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $381,502 | 3,358 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $305,334 | 3,069 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $302,475 | 3,494 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $284,864 | 3,488 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||