Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,069,294
+$1,312,478 QoQ
Shares Held
9,167
+30.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#755
of 2,035 holders
Holding Since
Sep 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, 2026Clearstead Advisors, LLC holds $11,516,543 across 21 Electrical Equipment & Parts names. VRT ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
11,964 | $3,621,502 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
9,167 | $3,069,294 | |
| 3 | PLPC |
Preformed Line Products Co
|
4,126 | $1,693,970 | |
| 4 | AYI |
Acuity Inc. (De)
|
2,832 | $1,066,701 | |
| 5 | HUBB |
Hubbell Inc
|
1,133 | $592,785 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,180 | $439,986 | |
| 7 | ENS |
EnerSys
|
1,820 | $425,552 | |
| 8 | NVT |
nVent Electric plc
|
1,454 | $246,612 |
All Filings in VRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,069,294 | 9,167 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,756,816 | 7,011 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,087,897 | 6,715 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,170,221 | 7,757 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $390,494 | 3,041 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $151,908 | 2,104 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $137,127 | 1,207 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $201,367 | 2,024 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $161,020 | 1,860 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $116,379 | 1,425 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $59,557 | 1,240 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $38,130 | 1,025 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||