Position in BMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$625,851
+$385,304 QoQ
Shares Held
4,218
+167.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 476 holders
Holding Since
Dec 2024
7 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, 2026AE Wealth Management LLC holds $7,536,383 across 9 Scientific & Technical Instruments names. BMI ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
4,955 | $1,954,583 | |
| 2 | MKSI |
Mks Inc
|
2,972 | $1,321,937 | |
| 3 | KEYS |
Keysight Technologies, Inc.
|
2,749 | $962,330 | |
| 4 | TDY |
Teledyne Technologies Inc
|
1,429 | $952,993 | |
| 5 | TRMB |
Trimble Inc.
|
12,952 | $662,878 | |
| 6 | BMI |
Badger Meter Inc
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|
4,218 | $625,851 | |
| 7 | GRMN |
Garmin Ltd
|
1,890 | $448,944 | |
| 8 | ITRN |
Ituran Location & Control Ltd.
|
5,650 | $344,706 |
All Filings in BMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,851 | 4,218 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $240,547 | 1,579 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $209,629 | 1,202 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $203,391 | 1,139 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $243,712 | 995 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $207,554 | 1,091 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $227,808 | 1,074 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||