SteelPeak Wealth, LLC OSIS — OSI SYSTEMS INC

Ownership history in SteelPeak Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported OSI SYSTEMS INC (OSIS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows OSIS at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OSIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SteelPeak Wealth, LLC's position in OSI SYSTEMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OSIS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OSIS stock page SteelPeak Wealth, LLC fund profile SteelPeak Wealth, LLC full holdings
How SteelPeak Wealth, LLC held OSIS — position size vs. price
% of Fund (quarterly)    OSIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5.3% +8.4% ❌ 3,220 -179 -5.3% 0.03% $803K 2025-10-21 $251.86
2025 Q2 ADDED — — — 3,399 +3,199 +1599.5% 0.03% $764K 2025-07-23 $226.66
2025 Q1 REDUCED 94.2% +15.7% ❌ 200 -3,262 -94.2% 0.00% $39K 2025-05-01 $224.33
2025 Q1 REDUCED 14.3% +15.7% ❌ 3,462 -577 -14.3% 0.03% $673K 2025-05-01 $224.33
2024 Q4 INITIATED — — — 4,039 — — 0.03% $676K 2025-01-23 $193.05

🏢 Other funds also holding OSIS

As of 2026 Q1 — sorted by position size

Cascade Investment Advisors, Inc. 3Y 7Y 1.46% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.87% Oliver Luxxe Assets LLC 3Y 7Y 0.64% Register Financial Advisors LLC 3Y 0.63% Stanley-Laman Group, Ltd. 3Y 7Y 0.61% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.6% Severin Investments, LLC 0.4% Portman Square Capital LLP 3Y 0.39% GHP Investment Advisors, Inc. 3Y 7Y 0.36% Pasadena Private Wealth, LLC 3Y 7Y 0.18%

FAQ About SteelPeak Wealth, LLC and OSIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SteelPeak Wealth, LLC reported owning OSIS?

SteelPeak Wealth, LLC reported OSIS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported OSIS position in SteelPeak Wealth, LLC's portfolio?

The largest reported portfolio weight for OSIS was 0.03% in 2025 Q2.

What is the latest reported OSIS position on this page?

The most recent filing on this page is 2025 Q3, when SteelPeak Wealth, LLC reported 3,220 shares, equal to 0.03% of portfolio, with an estimated market value of $803K.

What does the chart on this OSIS ownership page compare?

The chart compares SteelPeak Wealth, LLC's quarterly OSIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SteelPeak Wealth, LLC time their OSIS position?

Based on 13F filing dates vs. subsequent OSIS price moves, SteelPeak Wealth, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on OSIS relative to SPY over the holding period was +24.2%.

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