Position in MVIS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$22,515
-$80,700 QoQ
Shares Held
35,181
-71.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MVIS Over Time
Shares Held
Position Value (USD)
Derivatives in MVIS
reported options exposure · as of Dec 31, 2025CallValue
$8,300
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026LPL Financial LLC holds $213,249,368 across 22 Scientific & Technical Instruments names. MVIS ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRMN |
Garmin Ltd
|
214,536 | $49,774,497 | |
| 2 | COHR |
Coherent Corp.
|
178,339 | $42,482,133 | |
| 3 | MKSI |
Mks Inc
|
174,975 | $40,211,004 | |
| 4 | TDY |
Teledyne Technologies Inc
|
45,795 | $27,706,432 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
60,093 | $16,968,460 | |
| 6 | TRMB |
Trimble Inc.
|
98,770 | $6,442,767 | |
| 7 | BMI |
Badger Meter Inc
|
36,936 | $5,627,199 | |
| 8 | FTV |
Fortive Corp
|
91,069 | $5,034,294 |
All Filings in MVIS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,515 | 35,181 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $103,215 | 124,356 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $8,300 | 10,000 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $145,130 | 117,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,249 | 28,289 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,205 | 27,585 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $35,586 | 27,165 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $33,815 | 29,663 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $35,003 | 33,022 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $62,232 | 33,822 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $85,444 | 32,122 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,532 | 28,097 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,602 | 15,197 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $45,648 | 17,097 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $40,194 | 17,104 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $41,926 | 11,614 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,197 | 12,291 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $50,393 | 10,791 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $53,571 | 10,693 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $116,544 | 10,547 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||