Position in COHR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,159,722
+$895,066 QoQ
Shares Held
5,475
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#570
of 1,295 holders
Holding Since
Dec 2024
7 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, 2026Compound Planning, Inc. holds $4,649,903 across 7 Scientific & Technical Instruments names. COHR ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
5,475 | $2,159,722 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
2,779 | $972,844 | |
| 3 | MKSI |
Mks Inc
|
1,208 | $537,318 | |
| 4 | CGNX |
Cognex Corp
|
5,541 | $401,278 | |
| 5 | GRMN |
Garmin Ltd
|
1,428 | $339,206 | |
| 6 | FTV |
Fortive Corp
|
3,813 | $232,935 | |
| 7 | MVIS |
Microvision, Inc.
|
1,333 | $6,600 |
All Filings in COHR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,159,722 | 5,475 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,264,656 | 5,309 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $791,435 | 4,288 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $418,492 | 3,885 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $331,415 | 3,715 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $317,491 | 4,889 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $434,810 | 4,590 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||