Position in TRMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,929,793
+$760,285 QoQ
Shares Held
37,706
+110.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#252
of 702 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in TRMB 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. TRMB ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
145,827 | $51,049,657 | |
| 2 | TRMB |
Trimble Inc.
This page
|
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
|
21,225 | $1,013,281 | |
| 6 | FTV |
Fortive Corp
|
13,339 | $814,879 | |
| 7 | CGNX |
Cognex Corp
|
8,855 | $641,279 |
All Filings in TRMB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,929,793 | 37,706 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,169,508 | 17,929 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,763,345 | 22,506 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $866,247 | 11,401 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $723,463 | 11,020 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $797,963 | 11,293 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $829,832 | 13,365 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $747,091 | 13,360 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $939,141 | 14,592 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $796,776 | 14,977 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $5,079,698 | 94,313 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $5,522,118 | 104,309 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,232,403 | 157,047 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $5,698,920 | 112,716 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $231,755 | 3,980 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $226,955 | 2,603 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $214,096 | 2,603 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $213,003 | 2,603 | Shares | Sole | 2021-08-24 | |
| 2020-12-31 | $228,687 | 3,425 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $350,400 | 8,113 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $258,682 | 8,127 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||