Position in TDY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$984,956
+$766,875 QoQ
Shares Held
1,628
+281.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Integrated Wealth Concepts LLC holds $7,062,579 across 9 Scientific & Technical Instruments names. TDY ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
7,409 | $1,764,897 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
5,644 | $1,593,696 | |
| 3 | GRMN |
Garmin Ltd
|
4,354 | $1,010,171 | |
| 4 | TDY |
Teledyne Technologies Inc
This page
|
1,628 | $984,956 | |
| 5 | CGNX |
Cognex Corp
|
10,397 | $509,349 | |
| 6 | MKSI |
Mks Inc
|
2,054 | $472,029 | |
| 7 | TRMB |
Trimble Inc.
|
6,561 | $427,974 | |
| 8 | FTV |
Fortive Corp
|
4,074 | $225,210 |
All Filings in TDY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $984,956 | 1,628 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $218,081 | 427 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,055,458 | 1,801 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,358,133 | 2,651 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,416,482 | 2,846 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,204,417 | 2,595 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,183,870 | 2,705 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,062,677 | 2,739 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $868,085 | 2,022 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $886,778 | 1,987 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,203,268 | 2,945 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $254,477 | 619 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $391 | 875 | Shares | Other | 2023-05-03 | |
| 2021-12-31 | $377,909 | 865 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $374,164 | 871 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||