Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$325,110
+$81,797 QoQ
Shares Held
971
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,551
of 2,035 holders
Holding Since
Mar 2026
2 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, 2026Cascade Financial Partners, LLC holds $596,026 across 2 Electrical Equipment & Parts names. VRT ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
971 | $325,110 | |
| 2 | BE |
Bloom Energy Corp
|
895 | $270,916 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,110 | 971 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $243,313 | 971 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||