Position in TDY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$534,853
+$329,755 QoQ
Shares Held
802
+136.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#483
of 882 holders
Holding Since
Sep 2025
4 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, 2026Whalen Wealth Management Inc. holds $830,254 across 2 Scientific & Technical Instruments names. TDY ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
This page
|
802 | $534,853 | |
| 2 | CGNX |
Cognex Corp
|
4,079 | $295,401 |
All Filings in TDY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,853 | 802 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $205,098 | 339 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $438,717 | 859 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $340,489 | 581 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||