Position in MVIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,233
-$52,692 QoQ
Shares Held
12,168
+3.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 127 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MVIS Over Time
Shares Held
Position Value (USD)
Derivatives in MVIS
reported options exposure · as of Sep 30, 2021CallValue
$331,500
CallShares
2,000
PutValue
$0
PutShares
0
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. MVIS ranks #17 (0.0% 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
|
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 MVIS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,233 | 182,525 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $112,925 | 176,446 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $23,655 | 20,750 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,275 | 21,996 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $22,968 | 12,483 | Shares | Sole | 2024-05-13 | |
| 2022-09-30 | $2,702,222 | 748,538 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,837,521 | 738,938 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,419,616 | 732,252 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,841,332 | 766,733 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,992,730 | 723,324 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $331,500 | 30,000 | Call | Sole | 2021-11-10 | |
| 2021-06-30 | $12,222,374 | 729,694 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $435,500 | 26,000 | Call | Sole | 2021-08-04 | |
| 2021-03-31 | $268,975 | 14,500 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $12,265,352 | 661,205 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,652,340 | 493,000 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $183,458 | 34,100 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $29,470 | 24,600 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $742,950 | 381,000 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $348,160 | 256,000 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $18,020 | 106,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||