Position in BMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,464,065
+$760,208 QoQ
Shares Held
9,867
+113.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#188
of 476 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $11,966,437 across 7 Scientific & Technical Instruments names. BMI ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
19,318 | $6,762,652 | |
| 2 | COHR |
Coherent Corp.
|
4,365 | $1,721,861 | |
| 3 | BMI |
Badger Meter Inc
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|
9,867 | $1,464,065 | |
| 4 | TRMB |
Trimble Inc.
|
14,099 | $721,586 | |
| 5 | GRMN |
Garmin Ltd
|
2,634 | $625,680 | |
| 6 | TDY |
Teledyne Technologies Inc
|
548 | $365,461 | |
| 7 | MKSI |
Mks Inc
|
686 | $305,132 |
All Filings in BMI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,464,065 | 9,867 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $703,857 | 4,620 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $793,565 | 4,550 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $858,791 | 4,809 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,229,159 | 5,018 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $965,709 | 5,076 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,030,266 | 4,857 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,070,427 | 4,901 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $928,768 | 4,984 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $890,925 | 5,506 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $906,460 | 5,872 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $790,277 | 5,493 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $801,545 | 5,432 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $725,316 | 5,954 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $771,932 | 7,080 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $636,751 | 6,892 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $532,498 | 6,583 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $338,814 | 3,398 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||