Position in KEYS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,049,657
+$7,649,106 QoQ
Shares Held
145,827
-5.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#132
of 1,242 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in KEYS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $58,224,039 across 7 Scientific & Technical Instruments names. KEYS ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
This page
|
145,827 | $51,049,657 | |
| 2 | TRMB |
Trimble Inc.
|
37,706 | $1,929,793 | |
| 3 | MKSI |
Mks Inc
|
3,335 | $1,483,408 | |
| 4 | GRMN |
Garmin Ltd
|
5,438 | $1,291,742 | |
| 5 | ST |
Sensata Technologies Holding plc
|
21,225 | $1,013,281 | |
| 6 | FTV |
Fortive Corp
|
13,339 | $814,879 | |
| 7 | CGNX |
Cognex Corp
|
8,855 | $641,279 |
All Filings in KEYS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,049,657 | 145,827 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $43,400,551 | 153,701 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,711,151 | 160,988 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $26,588,251 | 162,262 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,210,170 | 161,649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,365,486 | 164,138 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,926,397 | 169,423 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $48,643,069 | 355,708 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $53,171,545 | 340,015 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $52,037,543 | 327,095 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $41,640,603 | 314,720 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $370,231 | 2,211 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $196,689 | 12,089 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $48,449,076 | 283,212 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $44,729,894 | 284,252 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $38,839,926 | 281,755 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $41,801,231 | 264,615 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $53,061,918 | 256,946 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $42,450,728 | 258,389 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $37,973,742 | 245,928 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $32,670,678 | 227,829 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $28,138,736 | 213,027 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||