Position in KEYS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$483,796
+$150,882 QoQ
Shares Held
1,382
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#91
of 207 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEYS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $1,456,351 across 5 Scientific & Technical Instruments names. KEYS ranks #1 (33.2% of the industry book) .
All Filings in KEYS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,796 | 1,382 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $332,914 | 1,179 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $493,345 | 2,428 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $398,117 | 2,276 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $367,701 | 2,244 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $312,719 | 2,088 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $333,467 | 2,076 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $329,779 | 2,075 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $342,969 | 2,508 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $378,439 | 2,420 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $366,066 | 2,301 | Shares | Sole | 2024-01-29 | |
| 2022-09-30 | $244,852 | 1,556 | Shares | Sole | 2022-10-31 | |
| 2021-03-31 | $110,418 | 770 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $52,836 | 400 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $39,709 | 402 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $40,815 | 405 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $33,472 | 400 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||