Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,366
+$4,360 QoQ
Shares Held
22
+83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,965
of 2,035 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $28,593 across 11 Electrical Equipment & Parts names. VRT ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
22 | $7,366 | |
| 2 | HUBB |
Hubbell Inc
|
8 | $4,185 | |
| 3 | NVT |
nVent Electric plc
|
20 | $3,392 | |
| 4 | AYI |
Acuity Inc. (De)
|
8 | $3,013 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
7 | $2,610 | |
| 6 | POWL |
Powell Industries Inc
|
9 | $2,577 | |
| 7 | BE |
Bloom Energy Corp
|
8 | $2,421 | |
| 8 | ENS |
EnerSys
|
8 | $1,870 |
All Filings in VRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,366 | 22 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,006 | 12 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,782 | 11 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,659 | 11 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,412 | 11 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $433 | 6 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||