Position in TRMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$209,275
-$69,844 QoQ
Shares Held
4,089
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#503
of 702 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRMB Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Summit Financial, LLC holds $9,877,086 across 8 Scientific & Technical Instruments names. TRMB ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMI |
Badger Meter Inc
|
21,242 | $3,151,887 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
5,808 | $2,033,206 | |
| 3 | COHR |
Coherent Corp.
|
4,306 | $1,698,587 | |
| 4 | VNT |
Vontier Corp
|
57,071 | $1,655,059 | |
| 5 | TDY |
Teledyne Technologies Inc
|
688 | $458,827 | |
| 6 | CGNX |
Cognex Corp
|
5,232 | $378,901 | |
| 7 | MKSI |
Mks Inc
|
655 | $291,344 | |
| 8 | TRMB |
Trimble Inc.
This page
|
4,089 | $209,275 |
All Filings in TRMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,275 | 4,089 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $279,119 | 4,279 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $409,770 | 5,230 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||