Position in ITRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,978
New position
Shares Held
46
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#361
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $211,438 across 15 Scientific & Technical Instruments names. ITRI ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRMN |
Garmin Ltd
|
209 | $49,640 | |
| 2 | COHR |
Coherent Corp.
|
95 | $37,470 | |
| 3 | KEYS |
Keysight Technologies, Inc.
|
82 | $28,701 | |
| 4 | TDY |
Teledyne Technologies Inc
|
36 | $24,003 | |
| 5 | MKSI |
Mks Inc
|
49 | $21,792 | |
| 6 | ST |
Sensata Technologies Holding plc
|
268 | $12,790 | |
| 7 | FTV |
Fortive Corp
|
106 | $6,472 | |
| 8 | VNT |
Vontier Corp
|
210 | $6,090 |
All Filings in ITRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,978 | 46 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||