Position in BMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$111,285
+$4,183 QoQ
Shares Held
750
+6.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 476 holders
Holding Since
Jun 2024
9 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, 2026Clearstead Advisors, LLC holds $3,685,353 across 18 Scientific & Technical Instruments names. BMI ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
2,897 | $1,142,779 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
2,817 | $986,147 | |
| 3 | FTV |
Fortive Corp
|
12,743 | $778,469 | |
| 4 | GRMN |
Garmin Ltd
|
1,019 | $242,053 | |
| 5 | TDY |
Teledyne Technologies Inc
|
254 | $169,392 | |
| 6 | TRMB |
Trimble Inc.
|
2,535 | $129,741 | |
| 7 | BMI |
Badger Meter Inc
This page
|
750 | $111,285 | |
| 8 | MKSI |
Mks Inc
|
160 | $71,168 |
All Filings in BMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,285 | 750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $107,102 | 703 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $128,365 | 736 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $130,541 | 731 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $238,336 | 973 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $137,170 | 721 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $152,938 | 721 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $157,473 | 721 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,354 | 18 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||