Position in BMI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,627,199
-$402,677 QoQ
Shares Held
36,936
+6.8% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 17.083604071908166.ToString("F0")%
Shared 0.ToString("F0")%
None 82.91639592809183.ToString("F0")%
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 Mar 31, 2026LPL Financial LLC holds $213,249,368 across 22 Scientific & Technical Instruments names. BMI ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRMN |
Garmin Ltd
|
214,536 | $49,774,497 | |
| 2 | COHR |
Coherent Corp.
|
178,339 | $42,482,133 | |
| 3 | MKSI |
Mks Inc
|
174,975 | $40,211,004 | |
| 4 | TDY |
Teledyne Technologies Inc
|
45,795 | $27,706,432 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
60,093 | $16,968,460 | |
| 6 | TRMB |
Trimble Inc.
|
98,770 | $6,442,767 | |
| 7 | BMI |
Badger Meter Inc
This page
|
36,936 | $5,627,199 | |
| 8 | FTV |
Fortive Corp
|
91,069 | $5,034,294 |
All Filings in BMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||