Position in COHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,764,897
+$1,520,342 QoQ
Shares Held
7,409
+459.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $7,062,579 across 9 Scientific & Technical Instruments names. COHR ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
7,409 | $1,764,897 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
5,644 | $1,593,696 | |
| 3 | GRMN |
Garmin Ltd
|
4,354 | $1,010,171 | |
| 4 | TDY |
Teledyne Technologies Inc
|
1,628 | $984,956 | |
| 5 | CGNX |
Cognex Corp
|
10,397 | $509,349 | |
| 6 | MKSI |
Mks Inc
|
2,054 | $472,029 | |
| 7 | TRMB |
Trimble Inc.
|
6,561 | $427,974 | |
| 8 | FTV |
Fortive Corp
|
4,074 | $225,210 |
All Filings in COHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,764,897 | 7,409 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $244,555 | 1,325 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $235,799 | 2,189 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||