Position in FTV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$232,935
-$20,487 QoQ
Shares Held
3,813
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#521
of 797 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTV Over Time
Shares Held
Position Value (USD)
Derivatives in FTV
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$58,543
PutShares
1,062
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $4,649,903 across 7 Scientific & Technical Instruments names. FTV ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
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
This page
|
3,813 | $232,935 | |
| 7 | MVIS |
Microvision, Inc.
|
1,333 | $6,600 |
All Filings in FTV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,935 | 3,813 | Shares | Sole | 2026-08-04 | |
| 2025-03-31 | $58,543 | 800 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $253,422 | 3,463 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,700 | 2,996 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $389,282 | 4,932 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $348,714 | 4,706 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||