Position in ITRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$534,236
+$224,117 QoQ
Shares Held
6,174
+78.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 409 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 17%
Shared 9%
None 75%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Cerity Partners LLC holds $89,236,724 across 17 Scientific & Technical Instruments names. ITRI ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
43,329 | $17,091,989 | |
| 2 | GRMN |
Garmin Ltd
|
65,714 | $15,609,703 | |
| 3 | KEYS |
Keysight Technologies, Inc.
|
42,070 | $14,727,443 | |
| 4 | MKSI |
Mks Inc
|
26,657 | $11,857,033 | |
| 5 | CGNX |
Cognex Corp
|
98,151 | $7,108,094 | |
| 6 | TDY |
Teledyne Technologies Inc
|
8,575 | $5,718,667 | |
| 7 | FTV |
Fortive Corp
|
87,984 | $5,374,941 | |
| 8 | TRMB |
Trimble Inc.
|
54,347 | $2,781,477 |
All Filings in ITRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,236 | 6,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $310,119 | 3,460 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $778,375 | 6,249 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $714,882 | 5,431 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $516,257 | 4,928 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $350,387 | 3,227 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $454,262 | 4,253 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $221,030 | 2,389 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $23,399 | 422 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||