Position in ITRI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$37,813
-$1,444 QoQ
Shares Held
437
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 409 holders
Holding Since
Jun 2022
4 quarters on record
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Spire Wealth Management holds $739,555 across 11 Scientific & Technical Instruments names. ITRI ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRMN |
Garmin Ltd
|
816 | $193,832 | |
| 2 | COHR |
Coherent Corp.
|
445 | $175,539 | |
| 3 | CGNX |
Cognex Corp
|
2,012 | $145,709 | |
| 4 | NOVT |
Novanta Inc
|
766 | $124,275 | |
| 5 | ITRI |
Itron, Inc.
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|
437 | $37,813 | |
| 6 | ESE |
Esco Technologies Inc
|
105 | $36,754 | |
| 7 | TRMB |
Trimble Inc.
|
257 | $13,153 | |
| 8 | KEYS |
Keysight Technologies, Inc.
|
16 | $5,601 |
All Filings in ITRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,813 | 437 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $39,257 | 438 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $22,771 | 173 | Shares | Sole | 2025-08-04 | |
| 2022-06-30 | $988 | 20 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||