Position in ITRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$50,100
+$4,479 QoQ
Shares Held
579
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 409 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $6,338,496 across 18 Scientific & Technical Instruments names. ITRI ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
9,075 | $3,579,815 | |
| 2 | TRMB |
Trimble Inc.
|
30,893 | $1,581,103 | |
| 3 | GRMN |
Garmin Ltd
|
1,700 | $403,818 | |
| 4 | MKSI |
Mks Inc
|
434 | $193,043 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
467 | $163,482 | |
| 6 | TDY |
Teledyne Technologies Inc
|
167 | $111,372 | |
| 7 | VNT |
Vontier Corp
|
3,628 | $105,212 | |
| 8 | CGNX |
Cognex Corp
|
956 | $69,233 |
All Filings in ITRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,100 | 579 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $45,621 | 509 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $49,772 | 536 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $66,265 | 532 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $70,027 | 532 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $48,189 | 460 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $54,941 | 506 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $53,405 | 500 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $49,480 | 500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $46,260 | 500 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $37,755 | 500 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $30,290 | 500 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $36,050 | 500 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $27,725 | 500 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $53 | 743 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $30,992 | 736 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $35,441 | 717 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $26,340 | 500 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $34,260 | 500 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $37,815 | 500 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $49,990 | 500 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $40,779 | 460 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $44,114 | 460 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $27,940 | 460 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $33,390 | 504 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $27,859 | 499 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||