Position in COHR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,954,583
-$45,648 QoQ
Shares Held
4,955
-41.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#593
of 1,295 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COHR Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $7,536,383 across 9 Scientific & Technical Instruments names. COHR ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
4,955 | $1,954,583 | |
| 2 | MKSI |
Mks Inc
|
2,972 | $1,321,937 | |
| 3 | KEYS |
Keysight Technologies, Inc.
|
2,749 | $962,330 | |
| 4 | TDY |
Teledyne Technologies Inc
|
1,429 | $952,993 | |
| 5 | TRMB |
Trimble Inc.
|
12,952 | $662,878 | |
| 6 | BMI |
Badger Meter Inc
|
4,218 | $625,851 | |
| 7 | GRMN |
Garmin Ltd
|
1,890 | $448,944 | |
| 8 | ITRN |
Ituran Location & Control Ltd.
|
5,650 | $344,706 |
All Filings in COHR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,954,583 | 4,955 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,000,231 | 8,397 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,346,241 | 12,712 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,014,360 | 18,700 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,351,127 | 26,355 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,789,547 | 27,557 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,326,434 | 35,115 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,139,943 | 35,316 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,616,530 | 36,110 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,944,992 | 32,085 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,579,022 | 128,165 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,766,933 | 176,683 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,093,513 | 99,912 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,897,297 | 102,345 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,499,540 | 99,702 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,781,950 | 51,132 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||