Position in ESE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,806,213
+$4,131,295 QoQ
Shares Held
36,585
+18.7% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#86
of 450 holders
Holding Since
Sep 2022
16 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 Jun 30, 2026Creative Planning holds $151,483,451 across 20 Scientific & Technical Instruments names. ESE ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
91,806 | $32,138,526 | |
| 2 | GRMN |
Garmin Ltd
|
80,210 | $19,053,082 | |
| 3 | COHR |
Coherent Corp.
|
41,035 | $16,187,075 | |
| 4 | MKSI |
Mks Inc
|
35,948 | $15,989,670 | |
| 5 | FTV |
Fortive Corp
|
224,020 | $13,685,380 | |
| 6 | ESE |
Esco Technologies Inc
This page
|
36,585 | $12,806,213 | |
| 7 | CGNX |
Cognex Corp
|
134,873 | $9,767,502 | |
| 8 | TDY |
Teledyne Technologies Inc
|
11,365 | $7,579,318 |
All Filings in ESE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,806,213 | 36,585 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||