Cornerstone Financial Management LLC
Position in VRT — Vertiv Holdings Co
CIK 2110329
PROVIDENCE, RI
Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,522
+$22,226 QoQ
Shares Held
127
+56.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,874
of 2,028 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cornerstone Financial Management LLC holds $76,561 across 13 Electrical Equipment & Parts names. VRT ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
127 | $42,522 | |
| 2 | BE |
Bloom Energy Corp
|
47 | $14,226 | |
| 3 | TE |
T1 Energy Inc.
|
481 | $4,559 | |
| 4 | AMPX |
Amprius Technologies, Inc.
|
205 | $2,841 | |
| 5 | HUBB |
Hubbell Inc
|
5 | $2,616 | |
| 6 | NVT |
nVent Electric plc
|
13 | $2,204 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
4 | $1,491 | |
| 8 | BLDP |
Ballard Power Systems Inc.
|
330 | $1,283 |
All Filings in VRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,522 | 127 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,296 | 81 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,016 | 68 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||