Position in BMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,151,887
+$325,033 QoQ
Shares Held
21,242
+14.5% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#134
of 476 holders
Holding Since
Mar 2025
6 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, 2026Summit Financial, LLC holds $9,877,086 across 8 Scientific & Technical Instruments names. BMI ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMI |
Badger Meter Inc
This page
|
21,242 | $3,151,887 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
5,808 | $2,033,206 | |
| 3 | COHR |
Coherent Corp.
|
4,306 | $1,698,587 | |
| 4 | VNT |
Vontier Corp
|
57,071 | $1,655,059 | |
| 5 | TDY |
Teledyne Technologies Inc
|
688 | $458,827 | |
| 6 | CGNX |
Cognex Corp
|
5,232 | $378,901 | |
| 7 | MKSI |
Mks Inc
|
655 | $291,344 | |
| 8 | TRMB |
Trimble Inc.
|
4,089 | $209,275 |
All Filings in BMI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,151,887 | 21,242 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,826,854 | 18,555 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,273,957 | 13,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,281,538 | 12,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,718,830 | 15,182 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,809,612 | 14,768 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||