Position in ESE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$451,901
+$2,272 QoQ
Shares Held
1,291
-19.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 447 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESE Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,645,027 across 8 Scientific & Technical Instruments names. ESE ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
4,272 | $1,685,175 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
4,752 | $1,663,532 | |
| 3 | TDY |
Teledyne Technologies Inc
|
1,317 | $878,307 | |
| 4 | TRMB |
Trimble Inc.
|
17,126 | $876,508 | |
| 5 | ESE |
Esco Technologies Inc
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|
1,291 | $451,901 | |
| 6 | NOVT |
Novanta Inc
|
2,761 | $447,944 | |
| 7 | GRMN |
Garmin Ltd
|
1,760 | $418,070 | |
| 8 | VNT |
Vontier Corp
|
7,710 | $223,590 |
All Filings in ESE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,901 | 1,291 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $449,629 | 1,598 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $377,600 | 1,968 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $363,270 | 2,283 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $353,805 | 2,656 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $341,281 | 2,646 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $279,931 | 2,665 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $287,536 | 2,686 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $267,998 | 2,290 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $205,329 | 1,966 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $245,084 | 2,365 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $283,868 | 2,974 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $236,270 | 2,699 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267,027 | 3,636 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $251,259 | 3,675 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $203,117 | 2,905 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $262,860 | 2,921 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||