Position in VRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$825,666
+$319,244 QoQ
Shares Held
2,466
+22.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,184
of 2,028 holders
Holding Since
Dec 2023
11 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,534,998 across 10 Electrical Equipment & Parts names. VRT ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,466 | $825,666 | |
| 2 | FPS |
Forgent Power Solutions, Inc.
|
10,728 | $599,266 | |
| 3 | HUBB |
Hubbell Inc
|
65 | $34,008 | |
| 4 | NVT |
nVent Electric plc
|
179 | $30,360 | |
| 5 | BE |
Bloom Energy Corp
|
70 | $21,189 | |
| 6 | AYI |
Acuity Inc. (De)
|
36 | $13,559 | |
| 7 | EOSE |
Eos Energy Enterprises, Inc.
|
1,000 | $5,880 | |
| 8 | ENR |
Energizer Holdings, Inc.
|
160 | $3,430 |
All Filings in VRT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,666 | 2,466 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $506,422 | 2,021 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $344,595 | 2,127 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $275,621 | 1,827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,908 | 1,806 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $118,480 | 1,641 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $376,049 | 3,310 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $242,755 | 2,440 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $328,100 | 3,790 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $34,709 | 425 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,606 | 200 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||