Position in ITRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$259
-$368 QoQ
Shares Held
3
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 409 holders
Holding Since
Mar 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $1,661,100 across 11 Scientific & Technical Instruments names. ITRI ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
|
1,785 | $1,190,416 | |
| 2 | TRMB |
Trimble Inc.
|
6,072 | $310,764 | |
| 3 | MKSI |
Mks Inc
|
122 | $54,265 | |
| 4 | CGNX |
Cognex Corp
|
415 | $30,054 | |
| 5 | GRMN |
Garmin Ltd
|
120 | $28,504 | |
| 6 | KEYS |
Keysight Technologies, Inc.
|
67 | $23,454 | |
| 7 | COHR |
Coherent Corp.
|
26 | $10,256 | |
| 8 | FTV |
Fortive Corp
|
85 | $5,192 |
All Filings in ITRI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259 | 3 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $627 | 7 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $650 | 7 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $526 | 4 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $628 | 6 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||