Position in ITRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$432
+$74 QoQ
Shares Held
5
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#391
of 409 holders
Holding Since
Jun 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, 2026Rialto Wealth Management, LLC holds $98,450 across 15 Scientific & Technical Instruments names. ITRI ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESE |
Esco Technologies Inc
|
69 | $24,152 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
61 | $21,354 | |
| 3 | COHR |
Coherent Corp.
|
39 | $15,384 | |
| 4 | MKSI |
Mks Inc
|
32 | $14,233 | |
| 5 | GRMN |
Garmin Ltd
|
20 | $4,750 | |
| 6 | ST |
Sensata Technologies Holding plc
|
95 | $4,535 | |
| 7 | TDY |
Teledyne Technologies Inc
|
6 | $4,001 | |
| 8 | FTV |
Fortive Corp
|
58 | $3,543 |
All Filings in ITRI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432 | 5 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $358 | 4 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $185 | 2 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $373 | 3 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $263 | 2 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||