Position in ITRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,208
+$3,131 QoQ
Shares Held
118
+49.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 409 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $3,358,018 across 19 Scientific & Technical Instruments names. ITRI ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
3,057 | $1,070,159 | |
| 2 | GRMN |
Garmin Ltd
|
2,628 | $624,251 | |
| 3 | MKSI |
Mks Inc
|
909 | $404,321 | |
| 4 | COHR |
Coherent Corp.
|
655 | $258,371 | |
| 5 | CGNX |
Cognex Corp
|
3,137 | $227,176 | |
| 6 | TDY |
Teledyne Technologies Inc
|
275 | $183,392 | |
| 7 | ST |
Sensata Technologies Holding plc
|
2,284 | $109,035 | |
| 8 | FTV |
Fortive Corp
|
1,599 | $97,677 |
All Filings in ITRI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,208 | 118 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,077 | 79 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,090 | 141 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,508 | 261 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $52,781 | 401 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,521 | 320 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,161 | 287 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,090 | 263 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $26,519 | 268 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $24,332 | 263 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $19,557 | 259 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,690 | 259 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,673 | 259 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,361 | 259 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,166 | 102 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $24,843 | 590 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $34,501 | 698 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $17,911 | 340 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $19,459 | 284 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||