Position in MKSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,989,670
+$7,481,415 QoQ
Shares Held
35,948
-2.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#159
of 775 holders
Holding Since
Mar 2020
23 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, 2020CallValue
$1,000
CallShares
4,000
PutValue
$1,000
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 Jun 30, 2026Creative Planning holds $151,483,451 across 20 Scientific & Technical Instruments names. MKSI ranks #4 (10.6% 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
This page
|
35,948 | $15,989,670 | |
| 5 | FTV |
Fortive Corp
|
224,020 | $13,685,380 | |
| 6 | ESE |
Esco Technologies Inc
|
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 MKSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,989,670 | 35,948 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,508,255 | 37,023 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,843,754 | 42,827 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,334,486 | 43,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,440,696 | 44,693 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,740,969 | 34,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,392,674 | 32,500 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,660,808 | 33,675 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,158,058 | 31,843 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,187,771 | 31,487 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,212,218 | 31,226 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,012,976 | 34,816 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $3,228,190 | 29,863 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,659,043 | 30,005 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,944,028 | 34,746 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,889,590 | 34,966 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $214,500 | 1,430 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $233,648 | 1,313 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $339,689 | 1,832 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $489,413 | 3,253 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $1,000 | 4,000 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $1,000 | 4,000 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $333,806 | 3,056 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $351,836 | 3,107 | 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. | ||||||