Position in GRMN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,010,171
+$474,850 QoQ
Shares Held
4,354
+65.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GRMN Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $7,062,579 across 9 Scientific & Technical Instruments names. GRMN ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
7,409 | $1,764,897 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
5,644 | $1,593,696 | |
| 3 | GRMN |
Garmin Ltd
This page
|
4,354 | $1,010,171 | |
| 4 | TDY |
Teledyne Technologies Inc
|
1,628 | $984,956 | |
| 5 | CGNX |
Cognex Corp
|
10,397 | $509,349 | |
| 6 | MKSI |
Mks Inc
|
2,054 | $472,029 | |
| 7 | TRMB |
Trimble Inc.
|
6,561 | $427,974 | |
| 8 | FTV |
Fortive Corp
|
4,074 | $225,210 |
All Filings in GRMN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,010,171 | 4,354 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $535,321 | 2,639 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,546,754 | 6,282 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,161,944 | 5,567 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,556,604 | 7,169 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,799,205 | 8,723 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,414,929 | 8,038 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,874,074 | 23,779 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,230,627 | 21,701 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,291,354 | 17,826 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,862,776 | 17,707 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,134,988 | 10,883 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,805 | 17,889 | Shares | Other | 2023-05-03 | |
| 2022-06-30 | $259,871 | 2,645 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $364,962 | 3,077 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $943,794 | 6,931 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,059,926 | 6,818 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $941,317 | 6,508 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $857,552 | 6,504 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $539,666 | 4,510 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $345,669 | 3,644 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $304,980 | 3,128 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||