Position in BMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,238,326
-$1,267,193 QoQ
Shares Held
54,075
-0.8% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 6.613037447988904.ToString("F0")%
Shared 0.ToString("F0")%
None 93.3869625520111.ToString("F0")%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026Waverly Advisors, LLC holds $18,147,396 across 7 Scientific & Technical Instruments names. BMI ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMI |
Badger Meter Inc
This page
|
54,075 | $8,238,326 | |
| 2 | TDY |
Teledyne Technologies Inc
|
7,030 | $4,253,219 | |
| 3 | GRMN |
Garmin Ltd
|
16,461 | $3,819,116 | |
| 4 | KEYS |
Keysight Technologies, Inc.
|
3,009 | $849,651 | |
| 5 | COHR |
Coherent Corp.
|
1,764 | $420,202 | |
| 6 | TRMB |
Trimble Inc.
|
4,677 | $305,080 | |
| 7 | CGNX |
Cognex Corp
|
5,344 | $261,802 |
All Filings in BMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,238,326 | 54,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,505,519 | 54,501 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,647,605 | 54,024 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,219,575 | 49,886 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,900,229 | 52,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,968,300 | 51,708 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,364,527 | 52,033 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,367,487 | 44,902 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||