Position in FTV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$814,879
+$176,009 QoQ
Shares Held
13,339
+15.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 797 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in FTV Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $58,224,039 across 7 Scientific & Technical Instruments names. FTV ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
145,827 | $51,049,657 | |
| 2 | TRMB |
Trimble Inc.
|
37,706 | $1,929,793 | |
| 3 | MKSI |
Mks Inc
|
3,335 | $1,483,408 | |
| 4 | GRMN |
Garmin Ltd
|
5,438 | $1,291,742 | |
| 5 | ST |
Sensata Technologies Holding plc
|
21,225 | $1,013,281 | |
| 6 | FTV |
Fortive Corp
This page
|
13,339 | $814,879 | |
| 7 | CGNX |
Cognex Corp
|
8,855 | $641,279 |
All Filings in FTV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,879 | 13,339 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $638,870 | 11,557 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $667,102 | 12,083 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $663,354 | 12,725 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $949,948 | 12,981 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,023,300 | 13,644 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $975,890 | 12,364 | Shares | Sole | 2024-11-15 | |
| 2022-06-30 | $431,668 | 7,938 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||