Position in COHR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,163,694
+$3,251,733 QoQ
Shares Held
34,271
+28.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in COHR Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026Creative Planning holds $108,378,560 across 18 Scientific & Technical Instruments names. COHR ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
76,986 | $21,738,536 | |
| 2 | GRMN |
Garmin Ltd
|
73,898 | $17,145,074 | |
| 3 | FTV |
Fortive Corp
|
166,268 | $9,191,295 | |
| 4 | ESE |
Esco Technologies Inc
|
30,831 | $8,674,918 | |
| 5 | MKSI |
Mks Inc
|
37,023 | $8,508,255 | |
| 6 | COHR |
Coherent Corp.
This page
|
34,271 | $8,163,694 | |
| 7 | TDY |
Teledyne Technologies Inc
|
10,060 | $6,086,400 | |
| 8 | TRMB |
Trimble Inc.
|
90,459 | $5,900,640 |
All Filings in COHR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,163,694 | 34,271 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,911,961 | 26,613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,234,327 | 20,742 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,564,069 | 118,418 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $956,631 | 14,731 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,207,523 | 12,747 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,007,972 | 11,337 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $556,562 | 7,681 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $405,607 | 6,691 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $328,868 | 7,555 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,236 | 620 | 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. | ||||||