Position in MKSI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$85,401
+$48,172 QoQ
Shares Held
192
+18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#643
of 773 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKSI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $515,579 across 14 Scientific & Technical Instruments names. MKSI ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGNX |
Cognex Corp
|
1,652 | $119,637 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
308 | $107,821 | |
| 3 | MKSI |
Mks Inc
This page
|
192 | $85,401 | |
| 4 | GRMN |
Garmin Ltd
|
348 | $82,663 | |
| 5 | ST |
Sensata Technologies Holding plc
|
1,443 | $68,888 | |
| 6 | COHR |
Coherent Corp.
|
33 | $13,017 | |
| 7 | FTV |
Fortive Corp
|
193 | $11,790 | |
| 8 | TRMB |
Trimble Inc.
|
157 | $8,035 |
All Filings in MKSI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,401 | 192 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $37,229 | 162 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,263 | 83 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,777 | 79 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,371 | 44 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,942 | 149 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $6,413 | 59 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||