Position in BMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,657,499
-$969,700 QoQ
Shares Held
31,389
-15.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 476 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Derivatives in BMI
reported options exposure · as of Dec 31, 2025CallValue
$261,615
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026LPL Financial LLC holds $300,023,121 across 22 Scientific & Technical Instruments names. BMI ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
250,101 | $98,657,341 | |
| 2 | MKSI |
Mks Inc
|
156,987 | $69,827,817 | |
| 3 | GRMN |
Garmin Ltd
|
192,757 | $45,787,497 | |
| 4 | TDY |
Teledyne Technologies Inc
|
38,950 | $25,975,755 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
57,686 | $20,194,138 | |
| 6 | CGNX |
Cognex Corp
|
107,990 | $7,820,635 | |
| 7 | BMI |
Badger Meter Inc
This page
|
31,389 | $4,657,499 | |
| 8 | FTV |
Fortive Corp
|
69,467 | $4,243,739 |
All Filings in BMI
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,657,499 | 31,389 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,627,199 | 36,936 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,029,876 | 34,573 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $261,615 | 1,500 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $267,870 | 1,500 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $6,017,610 | 33,697 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,161,260 | 41,483 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,983,126 | 36,705 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,927,216 | 46,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,626,718 | 57,812 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,413,238 | 55,880 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,156,504 | 56,588 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,085,075 | 13,507 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,481,901 | 17,251 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,935,263 | 19,892 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,455,891 | 20,160 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,898,998 | 26,589 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,168,179 | 12,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $999,719 | 12,359 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,098,405 | 11,016 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $887,538 | 8,329 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $693,921 | 6,861 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $618,548 | 6,304 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $538,503 | 5,786 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $516,201 | 5,488 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $287,693 | 4,401 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $266,151 | 4,230 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||