Position in USBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$91
-$2,086 QoQ
Shares Held
295
-94.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 24 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USBC Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,358,018 across 19 Scientific & Technical Instruments names. USBC ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
3,057 | $1,070,159 | |
| 2 | GRMN |
Garmin Ltd
|
2,628 | $624,251 | |
| 3 | MKSI |
Mks Inc
|
909 | $404,321 | |
| 4 | COHR |
Coherent Corp.
|
655 | $258,371 | |
| 5 | CGNX |
Cognex Corp
|
3,137 | $227,176 | |
| 6 | TDY |
Teledyne Technologies Inc
|
275 | $183,392 | |
| 7 | ST |
Sensata Technologies Holding plc
|
2,284 | $109,035 | |
| 8 | FTV |
Fortive Corp
|
1,599 | $97,677 |
All Filings in USBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91 | 295 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,177 | 5,583 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,517 | 5,583 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,481 | 5,583 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,167 | 2,610 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||