Position in BMI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$107,102
-$21,263 QoQ
Shares Held
703
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $3,362,963 across 13 Scientific & Technical Instruments names. BMI ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRMN |
Garmin Ltd
|
7,682 | $1,782,300 | |
| 2 | FTV |
Fortive Corp
|
11,150 | $616,372 | |
| 3 | KEYS |
Keysight Technologies, Inc.
|
2,141 | $604,554 | |
| 4 | TDY |
Teledyne Technologies Inc
|
235 | $142,177 | |
| 5 | BMI |
Badger Meter Inc
This page
|
703 | $107,102 | |
| 6 | TRMB |
Trimble Inc.
|
1,162 | $75,797 | |
| 7 | MKSI |
Mks Inc
|
55 | $12,639 | |
| 8 | COHR |
Coherent Corp.
|
42 | $10,004 |
All Filings in BMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||