Position in TDY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$952,993
+$188,263 QoQ
Shares Held
1,429
+13.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#410
of 885 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDY Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $7,536,383 across 9 Scientific & Technical Instruments names. TDY ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
4,955 | $1,954,583 | |
| 2 | MKSI |
Mks Inc
|
2,972 | $1,321,937 | |
| 3 | KEYS |
Keysight Technologies, Inc.
|
2,749 | $962,330 | |
| 4 | TDY |
Teledyne Technologies Inc
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|
1,429 | $952,993 | |
| 5 | TRMB |
Trimble Inc.
|
12,952 | $662,878 | |
| 6 | BMI |
Badger Meter Inc
|
4,218 | $625,851 | |
| 7 | GRMN |
Garmin Ltd
|
1,890 | $448,944 | |
| 8 | ITRN |
Ituran Location & Control Ltd.
|
5,650 | $344,706 |
All Filings in TDY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,993 | 1,429 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $764,730 | 1,264 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $613,891 | 1,202 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $682,148 | 1,164 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $234,418 | 471 | Shares | Sole | 2025-05-06 | |
| 2023-12-31 | $305,262 | 684 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,847 | 565 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $236,799 | 576 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,873,096 | 4,187 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,759,604 | 4,400 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,482,168 | 4,392 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,600,219 | 4,266 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,316,359 | 4,901 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,683,337 | 3,853 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,656,460 | 3,856 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||