Creative Planning

Position in MKSI — Mks Inc

CIK 1540235 OVERLAND PARK, KS

Back to MKSI Full portfolio

Position in MKSI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$8,508,255

+$1,664,501 QoQ

Shares Held

37,023

-13.6% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MKSI Over Time

Shares Held

Position Value (USD)

Derivatives in MKSI

reported options exposure · as of Dec 31, 2020

CallValue

$601,800

CallShares

4,000

PutValue

$601,800

PutShares

4,000

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 Mar 31, 2026

Creative Planning holds $108,378,560 across 18 Scientific & Technical Instruments names. MKSI ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	30,831	$8,674,918
5	MKSI	Mks Inc This page	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 MKSI

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,508,255	37,023	-13.6%	Shares	Sole	2026-05-12
2025-12-31	$6,843,754	42,827	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$5,334,486	43,100	-3.6%	Shares	Sole	2025-11-14
2025-06-30	$4,440,696	44,693	+30.7%	Shares	Sole	2025-08-08
2025-03-31	$2,740,969	34,198	+5.2%	Shares	Sole	2025-05-15
2024-12-31	$3,392,674	32,500	-3.5%	Shares	Defined	2025-02-14
2024-09-30	$3,660,808	33,675	+5.8%	Shares	Defined	2024-10-11
2024-06-30	$4,158,058	31,843	+1.1%	Shares	Sole	2024-08-15
2024-03-31	$4,187,771	31,487	+0.8%	Shares	Sole	2024-05-13
2023-12-31	$3,212,218	31,226	-10.3%	Shares	Sole	2024-02-14
2023-09-30	$3,012,976	34,816	+16.6%	Shares	Sole	2023-11-16
2023-06-30	$3,228,190	29,863	-0.5%	Shares	Sole	2023-07-21
2023-03-31	$2,659,043	30,005	-13.6%	Shares	Sole	2023-05-15
2022-12-31	$2,944,028	34,746	-0.6%	Shares	Sole	2023-02-10
2022-09-30	$2,889,590	34,966	+2345.2%	Shares	Sole	2022-11-03
2022-03-31	$214,500	1,430	+8.9%	Shares	Sole	2022-05-16
2021-06-30	$233,648	1,313	-28.3%	Shares	Sole	2021-08-04
2021-03-31	$339,689	1,832	-43.7%	Shares	Sole	2021-04-30
2020-12-31	$489,413	3,253	-18.7%	Shares	Sole	2021-01-29
2020-12-31	$601,800	4,000	0.0%	Put	Sole	2021-01-29
2020-12-31	$601,800	4,000	+30.9%	Call	Sole	2021-01-29
2020-09-30	$333,806	3,056	-1.6%	Shares	Sole	2020-11-05
2020-06-30	$351,836	3,107	-0.0%	Shares	Sole	2020-07-23
2020-03-31	$253,146	3,108	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.