Position in ITRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$951
-$34 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#379
of 409 holders
Holding Since
Sep 2021
18 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, 2026Bell Investment Advisors, Inc holds $892,711 across 14 Scientific & Technical Instruments names. ITRI ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
2,074 | $726,045 | |
| 2 | MKSI |
Mks Inc
|
106 | $47,148 | |
| 3 | COHR |
Coherent Corp.
|
112 | $44,180 | |
| 4 | GRMN |
Garmin Ltd
|
84 | $19,953 | |
| 5 | TRMB |
Trimble Inc.
|
250 | $12,795 | |
| 6 | CGNX |
Cognex Corp
|
146 | $10,573 | |
| 7 | BMI |
Badger Meter Inc
|
43 | $6,380 | |
| 8 | TDY |
Teledyne Technologies Inc
|
9 | $6,002 |
All Filings in ITRI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951 | 11 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $985 | 11 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,021 | 11 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,370 | 11 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,447 | 11 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,152 | 11 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,194 | 11 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,174 | 11 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,088 | 11 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,017 | 11 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $830 | 11 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,090 | 18 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,297 | 18 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $609 | 11 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $557 | 11 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $889 | 18 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,329 | 34 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,361 | 18 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||