Position in ITRI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$19,728
-$3,127 QoQ
Shares Held
228
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 409 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $3,385,806 across 15 Scientific & Technical Instruments names. ITRI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
8,025 | $3,165,621 | |
| 2 | TDY |
Teledyne Technologies Inc
|
84 | $56,019 | |
| 3 | MKSI |
Mks Inc
|
89 | $39,587 | |
| 4 | CGNX |
Cognex Corp
|
443 | $32,082 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
81 | $28,355 | |
| 6 | ITRI |
Itron, Inc.
This page
|
228 | $19,728 | |
| 7 | GRMN |
Garmin Ltd
|
73 | $17,340 | |
| 8 | BMI |
Badger Meter Inc
|
94 | $13,947 |
All Filings in ITRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,728 | 228 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $22,855 | 255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,364 | 187 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,382 | 268 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||