Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,261,374
New position
Shares Held
6,754
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#827
of 2,001 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $4,923,102 across 10 Electrical Equipment & Parts names. VRT ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
6,754 | $2,261,374 | |
| 2 | ENS |
EnerSys
|
5,741 | $1,342,360 | |
| 3 | PLUG |
Plug Power Inc
|
236,778 | $641,668 | |
| 4 | BE |
Bloom Energy Corp
|
2,112 | $639,302 | |
| 5 | TE |
T1 Energy Inc.
|
1,460 | $13,840 | |
| 6 | ABBNY |
Abb Ltd
|
100 | $10,870 | |
| 7 | POWL |
Powell Industries Inc
|
19 | $5,440 | |
| 8 | NVT |
nVent Electric plc
|
24 | $4,070 |
All Filings in VRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,261,374 | 6,754 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||