Position in COHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$233,131
New position
Shares Held
591
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,032
of 1,295 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026TRB Wealth Management, LLC holds $464,177 across 2 Scientific & Technical Instruments names. COHR ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
591 | $233,131 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
660 | $231,046 |
All Filings in COHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,131 | 591 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||