Position in ITRI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$115,344
-$5,745 QoQ
Shares Held
1,333
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#293
of 409 holders
Holding Since
Mar 2020
20 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, 2026Global Retirement Partners, LLC holds $6,802,129 across 17 Scientific & Technical Instruments names. ITRI ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
5,152 | $1,803,560 | |
| 2 | COHR |
Coherent Corp.
|
4,131 | $1,629,555 | |
| 3 | ESE |
Esco Technologies Inc
|
1,517 | $531,010 | |
| 4 | CGNX |
Cognex Corp
|
6,761 | $489,631 | |
| 5 | NOVT |
Novanta Inc
|
2,746 | $445,511 | |
| 6 | TDY |
Teledyne Technologies Inc
|
657 | $438,153 | |
| 7 | GRMN |
Garmin Ltd
|
1,470 | $349,183 | |
| 8 | MKSI |
Mks Inc
|
674 | $299,795 |
All Filings in ITRI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,344 | 1,333 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $121,089 | 1,304 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,363 | 27 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,738 | 36 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,040 | 28 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,699 | 44 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,401 | 95 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,608 | 39 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,002 | 53 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,210 | 53 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,100 | 43 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,552 | 28 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,418 | 28 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,179 | 28 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,015 | 61 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,266 | 62 | Shares | Sole | 2022-07-14 | |
| 2020-12-31 | $29,057 | 303 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $27,454 | 452 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $29,017 | 438 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $19,261 | 345 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||