Position in ITRI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,404,782
+$303,136 QoQ
Shares Held
39,348
+13.7% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#24
of 148 holders
Holding Since
Mar 2024
10 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, 2026Sequoia Financial Advisors, LLC holds $32,792,557 across 15 Scientific & Technical Instruments names. ITRI ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
44,732 | $15,659,331 | |
| 2 | ITRI |
Itron, Inc.
This page
|
39,348 | $3,404,782 | |
| 3 | COHR |
Coherent Corp.
|
6,043 | $2,383,782 | |
| 4 | GRMN |
Garmin Ltd
|
7,774 | $1,846,635 | |
| 5 | FTV |
Fortive Corp
|
25,163 | $1,537,207 | |
| 6 | TDY |
Teledyne Technologies Inc
|
2,174 | $1,449,840 | |
| 7 | GNSS |
Genasys Inc.
|
552,430 | $939,131 | |
| 8 | CGNX |
Cognex Corp
|
12,958 | $938,418 |
All Filings in ITRI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,404,782 | 39,348 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,101,646 | 34,605 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,072,644 | 33,089 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,832,586 | 30,769 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,820,429 | 29,024 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,895,356 | 27,638 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,757,280 | 25,394 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,576,898 | 24,126 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,280,236 | 23,042 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,227,740 | 13,270 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||