Position in TRMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$310,764
-$83,029 QoQ
Shares Held
6,072
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#456
of 702 holders
Holding Since
Jun 2020
25 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, 2026Physician Wealth Advisors, Inc. holds $1,661,100 across 11 Scientific & Technical Instruments names. TRMB ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
|
1,785 | $1,190,416 | |
| 2 | TRMB |
Trimble Inc.
This page
|
6,072 | $310,764 | |
| 3 | MKSI |
Mks Inc
|
122 | $54,265 | |
| 4 | CGNX |
Cognex Corp
|
415 | $30,054 | |
| 5 | GRMN |
Garmin Ltd
|
120 | $28,504 | |
| 6 | KEYS |
Keysight Technologies, Inc.
|
67 | $23,454 | |
| 7 | COHR |
Coherent Corp.
|
26 | $10,256 | |
| 8 | FTV |
Fortive Corp
|
85 | $5,192 |
All Filings in TRMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,764 | 6,072 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $393,793 | 6,037 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $472,058 | 6,025 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $489,900 | 6,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $455,880 | 6,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $393,900 | 6,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $433,711 | 6,138 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $381,108 | 6,138 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $343,236 | 6,138 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $395,556 | 6,146 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $326,541 | 6,138 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $330,592 | 6,138 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $324,945 | 6,138 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $321,753 | 6,138 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $310,337 | 6,138 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $333,109 | 6,138 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $357,415 | 6,138 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $442,795 | 6,138 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $535,172 | 6,138 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $504,850 | 6,138 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $502,272 | 6,138 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $477,475 | 6,138 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $409,834 | 6,138 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $292,200 | 6,000 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $259,140 | 6,000 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||