Position in COHR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,017
+$6,348 QoQ
Shares Held
33
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,208
of 1,295 holders
Holding Since
Dec 2023
10 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, 2026True Wealth Design, LLC holds $515,579 across 14 Scientific & Technical Instruments names. COHR ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGNX |
Cognex Corp
|
1,652 | $119,637 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
308 | $107,821 | |
| 3 | MKSI |
Mks Inc
|
192 | $85,401 | |
| 4 | GRMN |
Garmin Ltd
|
348 | $82,663 | |
| 5 | ST |
Sensata Technologies Holding plc
|
1,443 | $68,888 | |
| 6 | COHR |
Coherent Corp.
This page
|
33 | $13,017 | |
| 7 | FTV |
Fortive Corp
|
193 | $11,790 | |
| 8 | TRMB |
Trimble Inc.
|
157 | $8,035 |
All Filings in COHR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,017 | 33 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,669 | 28 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,721 | 31 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,693 | 25 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,873 | 21 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $584 | 9 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $568 | 6 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $28,984 | 400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,248 | 400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,412 | 400 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||