Position in KEYS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$107,821
+$33,558 QoQ
Shares Held
308
+17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,022
of 1,239 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $515,579 across 14 Scientific & Technical Instruments names. KEYS ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGNX |
Cognex Corp
|
1,652 | $119,637 | |
| 2 | KEYS |
Keysight Technologies, Inc.
This page
|
308 | $107,821 | |
| 3 | MKSI |
Mks Inc
|
192 | $85,401 | |
| 4 | GRMN |
Garmin Ltd
|
348 | $82,663 | |
| 5 | ST |
Sensata Technologies Holding plc
|
1,443 | $68,888 | |
| 6 | COHR |
Coherent Corp.
|
33 | $13,017 | |
| 7 | FTV |
Fortive Corp
|
193 | $11,790 | |
| 8 | TRMB |
Trimble Inc.
|
157 | $8,035 |
All Filings in KEYS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,821 | 308 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $74,263 | 263 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $39,622 | 195 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $48,627 | 278 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $27,036 | 165 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,391 | 36 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,285 | 8 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,271 | 8 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,094 | 8 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $938 | 6 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $636 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $529 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $669 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $645 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $684 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||