Position in ST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,942
+$13,181 QoQ
Shares Held
313
+526.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 463 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ST Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $3,685,353 across 18 Scientific & Technical Instruments names. ST ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
2,897 | $1,142,779 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
2,817 | $986,147 | |
| 3 | FTV |
Fortive Corp
|
12,743 | $778,469 | |
| 4 | GRMN |
Garmin Ltd
|
1,019 | $242,053 | |
| 5 | TDY |
Teledyne Technologies Inc
|
254 | $169,392 | |
| 6 | TRMB |
Trimble Inc.
|
2,535 | $129,741 | |
| 7 | BMI |
Badger Meter Inc
|
750 | $111,285 | |
| 8 | MKSI |
Mks Inc
|
160 | $71,168 |
All Filings in ST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,942 | 313 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,761 | 50 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $81,993 | 2,463 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,975 | 883 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,016 | 698 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $412 | 17 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $294,052 | 8,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $306,598 | 8,200 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $17,458 | 283 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,722 | 598 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,245 | 470 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||