Position in VRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,007,216
+$36,285,112 QoQ
Shares Held
259,427
+46.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $106,542,060 across 28 Electrical Equipment & Parts names. VRT ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
259,427 | $65,007,216 | |
| 2 | AEIS |
Advanced Energy Industries Inc
|
39,675 | $12,803,519 | |
| 3 | NVT |
nVent Electric plc
|
79,763 | $9,434,367 | |
| 4 | BE |
Bloom Energy Corp
|
51,133 | $6,928,010 | |
| 5 | HUBB |
Hubbell Inc
|
11,999 | $5,888,388 | |
| 6 | POWL |
Powell Industries Inc
|
7,127 | $1,285,425 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
75,071 | $1,004,449 | |
| 8 | ENS |
EnerSys
|
5,449 | $946,600 |
All Filings in VRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,007,216 | 259,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,722,104 | 177,286 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,510,876 | 149,217 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,947,951 | 116,408 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,275,954 | 100,775 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $8,114,139 | 71,421 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,162,639 | 11,686 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $269,232 | 3,110 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $4,322 | 90 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,199 | 86 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $5,811 | 707 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $11,228 | 802 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,806 | 633 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,248 | 633 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,280 | 633 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,980 | 699 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $14,226 | 762 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||