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Equibles

FULLER & THALER ASSET MANAGEMENT, INC.

Position in ESE — Esco Technologies Inc

CIK 1082327 SAN MATEO, CA
Back to ESE Full portfolio

Position in ESE

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$21,032,853
-$31,882,714 QoQ
Shares Held
60,087
-68.0% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#66
of 449 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ESE Over Time

Shares Held

Position Value (USD)

Position in Scientific & Technical Instruments

Technology · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $548,119,500 across 5 Scientific & Technical Instruments names. ESE ranks #4 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ST
Sensata Technologies Holding plc
 5,724,546 $273,289,826
2 CGNX
Cognex Corp
 1,747,614 $126,562,205
3 VNT
Vontier Corp
 4,313,572 $125,093,588
4 ESE
Esco Technologies Inc
This page 		60,087 $21,032,853
5 KEYS
Keysight Technologies, Inc.
 6,116 $2,141,028

All Filings in ESE

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,032,853 60,087
2026-03-31 $52,915,567 188,064
2025-12-31 $36,809,326 188,389
2025-09-30 $39,866,645 188,843
2025-06-30 $42,645,409 222,262
2025-03-31 $30,881,850 194,079