Position in VRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,846,626
+$1,232,948 QoQ
Shares Held
17,462
-5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#589
of 2,028 holders
Holding Since
Jun 2023
12 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $21,526,301 across 8 Electrical Equipment & Parts names. VRT ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
39,965 | $12,097,405 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
17,462 | $5,846,626 | |
| 3 | POWL |
Powell Industries Inc
|
5,707 | $1,634,256 | |
| 4 | NVT |
nVent Electric plc
|
6,381 | $1,082,281 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
28,000 | $600,320 | |
| 6 | EOSE |
Eos Energy Enterprises, Inc.
|
22,841 | $134,305 | |
| 7 | PLUG |
Plug Power Inc
|
26,783 | $72,581 | |
| 8 | NEOV |
NeoVolta Inc.
|
18,580 | $58,527 |
All Filings in VRT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,846,626 | 17,462 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,613,678 | 18,412 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,267,903 | 20,171 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,827,116 | 18,740 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,467,854 | 11,431 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $550,308 | 7,622 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $779,250 | 6,859 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $563,212 | 5,661 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $910,889 | 10,522 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $640,619 | 7,844 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $209,891 | 4,370 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $345,491 | 13,948 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||