Position in ST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,013,281
+$380,237 QoQ
Shares Held
21,225
+18.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 463 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ST 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. ST ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
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
This page
|
21,225 | $1,013,281 | |
| 6 | FTV |
Fortive Corp
|
13,339 | $814,879 | |
| 7 | CGNX |
Cognex Corp
|
8,855 | $641,279 |
All Filings in ST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,281 | 21,225 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $633,044 | 17,974 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $538,831 | 16,186 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $454,871 | 15,107 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $323,422 | 13,326 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||