Position in ITRI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,845
+$1,977 QoQ
Shares Held
56
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#357
of 409 holders
Holding Since
Mar 2024
10 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, 2026ROTHSCHILD INVESTMENT LLC holds $5,229,215 across 18 Scientific & Technical Instruments names. ITRI ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKSI |
Mks Inc
|
4,743 | $2,109,686 | |
| 2 | GRMN |
Garmin Ltd
|
6,307 | $1,498,164 | |
| 3 | KEYS |
Keysight Technologies, Inc.
|
2,230 | $780,656 | |
| 4 | COHR |
Coherent Corp.
|
1,095 | $431,944 | |
| 5 | VNT |
Vontier Corp
|
5,640 | $163,560 | |
| 6 | ST |
Sensata Technologies Holding plc
|
1,387 | $66,215 | |
| 7 | FTV |
Fortive Corp
|
783 | $47,833 | |
| 8 | NOVT |
Novanta Inc
|
189 | $30,663 |
All Filings in ITRI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,845 | 56 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,868 | 32 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,764 | 19 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,964 | 80 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,504 | 95 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,761 | 55 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,886 | 45 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,272 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $989 | 10 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $462 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||