Creative Planning

Position in COHR — Coherent Corp.

CIK 1540235 OVERLAND PARK, KS

Position in COHR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$16,187,075

+$8,023,381 QoQ

Shares Held

41,035

+19.7% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#257

of 1,301 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Creative Planning holds $151,483,451 across 20 Scientific & Technical Instruments names. COHR ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEYS	Keysight Technologies, Inc.	91,806	$32,138,526
2	GRMN	Garmin Ltd	80,210	$19,053,082
3	COHR	Coherent Corp. This page	41,035	$16,187,075
4	MKSI	Mks Inc	35,948	$15,989,670
5	FTV	Fortive Corp	224,020	$13,685,380
6	ESE	Esco Technologies Inc	36,585	$12,806,213
7	CGNX	Cognex Corp	134,873	$9,767,502
8	TDY	Teledyne Technologies Inc	11,365	$7,579,318

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,187,075	41,035	+19.7%	Shares	Defined	2026-08-13
2026-03-31	$8,163,694	34,271	+28.8%	Shares	Sole	2026-05-12
2025-12-31	$4,911,961	26,613	+28.3%	Shares	Sole	2026-02-17
2025-09-30	$2,234,327	20,742	-82.5%	Shares	Defined	2025-11-14
2025-06-30	$10,564,069	118,418	+703.9%	Shares	Defined	2025-08-08
2025-03-31	$956,631	14,731	+15.6%	Shares	Sole	2025-05-15
2024-12-31	$1,207,523	12,747	+12.4%	Shares	Defined	2025-02-14
2024-09-30	$1,007,972	11,337	+47.6%	Shares	Defined	2024-10-11
2024-06-30	$556,562	7,681	+14.8%	Shares	Defined	2024-08-15
2024-03-31	$405,607	6,691	-11.4%	Shares	Defined	2024-05-13
2023-12-31	$328,868	7,555	+1118.5%	Shares	Defined	2024-02-14
2023-09-30	$20,236	620	-88.6%	Shares	Sole	2023-11-16
2023-06-30	$276,565	5,425	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.