Position in KEYS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,033,206
+$1,126,799 QoQ
Shares Held
5,808
+80.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#496
of 1,242 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEYS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Summit Financial, LLC holds $9,877,086 across 8 Scientific & Technical Instruments names. KEYS ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMI |
Badger Meter Inc
|
21,242 | $3,151,887 | |
| 2 | KEYS |
Keysight Technologies, Inc.
This page
|
5,808 | $2,033,206 | |
| 3 | COHR |
Coherent Corp.
|
4,306 | $1,698,587 | |
| 4 | VNT |
Vontier Corp
|
57,071 | $1,655,059 | |
| 5 | TDY |
Teledyne Technologies Inc
|
688 | $458,827 | |
| 6 | CGNX |
Cognex Corp
|
5,232 | $378,901 | |
| 7 | MKSI |
Mks Inc
|
655 | $291,344 | |
| 8 | TRMB |
Trimble Inc.
|
4,089 | $209,275 |
All Filings in KEYS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,033,206 | 5,808 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $906,407 | 3,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $672,152 | 3,308 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $558,694 | 3,194 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $547,620 | 3,342 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $519,402 | 3,468 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $545,338 | 3,395 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $532,097 | 3,348 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $453,189 | 3,314 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $435,361 | 2,784 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $438,452 | 2,756 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $353,135 | 2,669 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||