Position in VRT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$355,244
+$152,024 QoQ
Shares Held
1,061
+30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,519
of 2,035 holders
Holding Since
Mar 2025
3 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, 2026LJI Wealth Management, LLC holds $421,407 across 2 Electrical Equipment & Parts names. VRT ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,061 | $355,244 | |
| 2 | ENVX |
Enovix Corp
|
10,900 | $66,163 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,244 | 1,061 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $203,220 | 811 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $362,877 | 5,026 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||