Pacific Excel Wealth Advisors, Inc.
Position in ESE — Esco Technologies Inc
CIK 2110884
WALNUT CREEK, CA
Position in ESE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$298,234
New position
Shares Held
852
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#317
of 449 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $627,682 across 2 Scientific & Technical Instruments names. ESE ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
|
494 | $329,448 | |
| 2 | ESE |
Esco Technologies Inc
This page
|
852 | $298,234 |
All Filings in ESE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,234 | 852 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||