Position in BMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,964,296
-$274,030 QoQ
Shares Held
53,675
-0.7% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#91
of 479 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $19,143,439 across 8 Scientific & Technical Instruments names. BMI ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMI |
Badger Meter Inc
This page
|
53,675 | $7,964,296 | |
| 2 | TDY |
Teledyne Technologies Inc
|
6,220 | $4,148,117 | |
| 3 | GRMN |
Garmin Ltd
|
15,866 | $3,768,809 | |
| 4 | COHR |
Coherent Corp.
|
2,972 | $1,172,364 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
3,168 | $1,109,021 | |
| 6 | CGNX |
Cognex Corp
|
5,231 | $378,829 | |
| 7 | MKSI |
Mks Inc
|
846 | $376,300 | |
| 8 | TRMB |
Trimble Inc.
|
4,410 | $225,703 |
All Filings in BMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,964,296 | 53,675 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||