Position in ESE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,674,918
+$4,361,293 QoQ
Shares Held
30,831
+39.7% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESE Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026Creative Planning holds $108,378,560 across 18 Scientific & Technical Instruments names. ESE ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
76,986 | $21,738,536 | |
| 2 | GRMN |
Garmin Ltd
|
73,898 | $17,145,074 | |
| 3 | FTV |
Fortive Corp
|
166,268 | $9,191,295 | |
| 4 | ESE |
Esco Technologies Inc
This page
|
30,831 | $8,674,918 | |
| 5 | MKSI |
Mks Inc
|
37,023 | $8,508,255 | |
| 6 | COHR |
Coherent Corp.
|
34,271 | $8,163,694 | |
| 7 | TDY |
Teledyne Technologies Inc
|
10,060 | $6,086,400 | |
| 8 | TRMB |
Trimble Inc.
|
90,459 | $5,900,640 |
All Filings in ESE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,674,918 | 30,831 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,313,625 | 22,077 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,555,330 | 21,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,392,261 | 17,680 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,772,347 | 17,423 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,067,818 | 15,523 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,682,285 | 13,043 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $894,624 | 8,517 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $742,391 | 6,935 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $749,109 | 6,401 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $520,215 | 4,981 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $459,080 | 4,430 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $376,168 | 3,941 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $201,954 | 2,307 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $238,386 | 3,246 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||