Position in COHR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$299,008
+$137,740 QoQ
Shares Held
758
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#963
of 1,295 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHR Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $585,715 across 2 Scientific & Technical Instruments names. COHR ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
758 | $299,008 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
819 | $286,707 |
All Filings in COHR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,008 | 758 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $161,268 | 677 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $84,163 | 456 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $40,179 | 373 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||