Synergy Investment Management, LLC
Position in VRT — Vertiv Holdings Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,342
+$75,839 QoQ
Shares Held
231
+3750.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,833
of 2,035 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $78,388 across 2 Electrical Equipment & Parts names. VRT ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
231 | $77,342 | |
| 2 | HUBB |
Hubbell Inc
|
2 | $1,046 |
All Filings in VRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,342 | 231 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,503 | 6 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||