Position in ITRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$519
+$340 QoQ
Shares Held
6
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 409 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $32,185 across 13 Scientific & Technical Instruments names. ITRI ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
21 | $8,283 | |
| 2 | TDY |
Teledyne Technologies Inc
|
7 | $4,668 | |
| 3 | MKSI |
Mks Inc
|
10 | $4,448 | |
| 4 | KEYS |
Keysight Technologies, Inc.
|
10 | $3,500 | |
| 5 | GRMN |
Garmin Ltd
|
11 | $2,612 | |
| 6 | ESE |
Esco Technologies Inc
|
7 | $2,450 | |
| 7 | FTV |
Fortive Corp
|
28 | $1,710 | |
| 8 | ST |
Sensata Technologies Holding plc
|
27 | $1,288 |
All Filings in ITRI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519 | 6 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $179 | 2 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $185 | 2 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $373 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $394 | 3 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $104 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||